Financial Synergies Wealth Advisors’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 | $210K | Hold |
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|
2025
Q2 | $204K | Hold |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $197K | Buy |
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|
2023
Q4 | $162K | Sell |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $184K | Buy |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $162K | Hold |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $122K | Buy |
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