Ferguson Wellman 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 | $2.19M | Buy |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $716K | Buy |
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|
2022
Q1 | $731K | Sell |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $851K | Buy |
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|
2021
Q1 | $796K | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.36M | Buy |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $992K | Buy |
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|
2017
Q3 | $947K | Buy |
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|
2017
Q2 | $775K | Sell |
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|
2017
Q1 | $772K | Buy |
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|
2016
Q4 | $738K | Buy |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $423K | Sell |
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|
2016
Q1 | $1.19M | Sell |
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|
2015
Q4 | $1.11M | Sell |
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|
2015
Q3 | $1.16M | Buy |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $1.14M | Sell |
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|
2014
Q4 | $1.52M | Buy |
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|
2014
Q3 | $397K | Hold |
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|
2014
Q2 | $406K | Buy |
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