EPG 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 | $282K | Hold |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $773K | Buy |
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|
2021
Q2 | $725K | Buy |
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|
2021
Q1 | $697K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $408K | Buy |
|