Empirical Wealth Management’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 | $858K | Hold |
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|
2025
Q1 | $858K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $772K | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $237K | Hold |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $437K | Buy |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $308K | Hold |
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|
2017
Q3 | $298K | Sell |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $289K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $239K | Sell |
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|
2015
Q3 | $534K | Buy |
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|
2015
Q2 | $504K | Buy |
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|
2015
Q1 | $243K | Buy |
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|
2014
Q4 | $245K | Buy |
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|
2014
Q3 | $231K | Buy |
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|
2014
Q2 | $236K | Buy |
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