Evergreen Capital 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 | $2.29M | Buy |
|
|||||
|
2025
Q2 | $2.01M | Buy |
|
|||||
|
2025
Q1 | $1.99M | Buy |
|
|||||
|
2024
Q4 | $1.92M | Buy |
|
|||||
|
2024
Q3 | $2.01M | Buy |
|
|||||
|
2024
Q2 | $1.74M | Buy |
|
|||||
|
2024
Q1 | $1.74M | Hold |
|
|||||
|
2023
Q4 | $1.65M | Buy |
|
|||||
|
2023
Q3 | $1.51M | Sell |
|
|||||
|
2023
Q2 | $1.67M | Buy |
|
|||||
|
2023
Q1 | $1.63M | Buy |
|
|||||
|
2022
Q4 | $1.6M | Buy |
|
|||||
|
2022
Q3 | $696K | Sell |
|
|||||
|
2022
Q2 | $753K | Buy |
|
|||||
|
2022
Q1 | $687K | Buy |
|
|||||
|
2021
Q4 | $688K | Buy |
|
|||||
|
2021
Q3 | $626K | Buy |
|
|||||
|
2021
Q2 | $476K | Buy |
|
|||||
|
2021
Q1 | $459K | Buy |
|
|||||
|
2020
Q4 | $411K | Buy |
|
|||||
|
2020
Q3 | $358K | Buy |
|
|||||
|
2020
Q2 | $314K | Buy |
|
|||||
|
2020
Q1 | $275K | Buy |
|
|||||
|
2019
Q4 | $348K | Hold |
|
|||||
|
2019
Q3 | $332K | Hold |
|
|||||
|
2019
Q2 | $327K | Buy |
|
|||||
|
2019
Q1 | $312K | Hold |
|
|||||
|
2018
Q4 | $281K | Sell |
|
|||||
|
2018
Q3 | $327K | Hold |
|
|||||
|
2018
Q2 | $310K | Hold |
|
|||||
|
2018
Q1 | $305K | Hold |
|
|||||
|
2017
Q4 | $315K | Buy |
|