Crescent Grove Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $4.9M | Buy |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $1.03M | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.12M | Buy |
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