First Foundation Advisors’s 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
Q2 | $217K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $273K | Buy |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $210K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $318K | Buy |
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|
2016
Q1 | $288K | Sell |
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|
2015
Q4 | $305K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $230K | Sell |
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|
2015
Q1 | $471K | Buy |
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|
2014
Q4 | $208K | Buy |
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