Edmond de Rothschild Holding’s State Street 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
Q3 | $35K | Hold |
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|
2025
Q2 | $33.9K | Hold |
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|
2025
Q1 | $33.9K | Hold |
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|
2024
Q4 | $33K | Hold |
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|
2024
Q3 | $35.5K | Hold |
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|
2024
Q2 | $31.8K | Sell |
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|
2024
Q1 | $59.1K | Sell |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $92K | Hold |
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|
2023
Q2 | $98.1K | Hold |
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|
2023
Q1 | $99K | Hold |
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|
2022
Q4 | $100K | Hold |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $94K | Hold |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $94K | Sell |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $137K | Hold |
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|
2019
Q3 | $131K | Hold |
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|
2019
Q2 | $129K | Hold |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $455K | Buy |
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|
2018
Q3 | $465K | Hold |
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|
2018
Q2 | $440K | Sell |
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|
2018
Q1 | $461K | Sell |
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|
2017
Q4 | $720K | Sell |
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|
2017
Q3 | $733K | Sell |
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|
2017
Q2 | $777K | Hold |
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|
2017
Q1 | $770K | Sell |
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|
2016
Q4 | $1.17M | Sell |
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|
2016
Q3 | $1.9M | Sell |
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|
2016
Q2 | $7.16M | Buy |
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|
2016
Q1 | $1.14M | Sell |
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|
2015
Q4 | $1.24M | Sell |
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|
2015
Q3 | $1.76M | Buy |
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|
2015
Q2 | $1.8M | Buy |
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