Elk River Wealth Management’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
$58.6M Buy
2025
Q2
$56.1M Buy
2025
Q1
$55.7M Buy
2024
Q4
$52.2M Buy
2024
Q3
$54.7M Buy
2024
Q2
$47.9M Buy
2024
Q1
$47.6M Sell
2023
Q4
$50.8M Buy
2023
Q3
$45.3M Buy
2023
Q2
$46.9M Buy
2023
Q1
$47.1M Buy
2022
Q4
$44.6M Buy
2022
Q3
$37.3M Buy
2022
Q2
$28.6M Buy
2022
Q1
$29.9M Buy
2021
Q4
$28M Buy
2021
Q3
$24.6M Buy
2021
Q2
$23.9M Buy
2021
Q1
$22.1M Buy
2020
Q4
$17.1M Buy