Essex Financial Services’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 | $5.8M | Buy |
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|
2025
Q2 | $5.62M | Sell |
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|
2025
Q1 | $5.65M | Sell |
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|
2024
Q4 | $5.53M | Sell |
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|
2024
Q3 | $5.99M | Sell |
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|
2024
Q2 | $5.77M | Buy |
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|
2024
Q1 | $5.66M | Buy |
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|
2023
Q4 | $5.35M | Sell |
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|
2023
Q3 | $5.05M | Sell |
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|
2023
Q2 | $5.54M | Buy |
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|
2023
Q1 | $5.44M | Sell |
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $4.9M | Buy |
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|
2022
Q2 | $5.1M | Buy |
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|
2022
Q1 | $5.43M | Buy |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $4.82M | Buy |
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|
2021
Q2 | $3.05M | Hold |
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|
2021
Q1 | $3.05M | Buy |
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|
2020
Q4 | $2.34M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.29M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $498K | Buy |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.68M | Buy |
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|
2017
Q1 | $1.62M | Sell |
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|
2016
Q4 | $1.59M | Sell |
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|
2016
Q3 | $1.67M | Sell |
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|
2016
Q2 | $1.66M | Buy |
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|
2016
Q1 | $1.49M | Hold |
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|
2015
Q4 | $1.37M | Hold |
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|
2015
Q3 | $1.34M | Hold |
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|
2015
Q2 | $1.42M | Hold |
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|
2015
Q1 | $1.45M | Sell |
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|
2014
Q4 | $1.52M | Buy |
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|
2014
Q3 | $721K | Buy |
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|
2014
Q2 | $679K | Buy |
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|
2014
Q1 | $619K | Sell |
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|
2013
Q4 | $616K | Sell |
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|
2013
Q3 | $590 | Hold |
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|
2013
Q2 | $567K | Buy |
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