Crewe 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 | $482K | Sell |
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|
2025
Q1 | $486K | Hold |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $508K | Hold |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $421K | Hold |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $332K | Hold |
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|
2018
Q2 | $315K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $321K | Buy |
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