First National Trust’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 | $470K | Sell |
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|
2025
Q2 | $567K | Hold |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $689K | Sell |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $879K | Sell |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $899K | Buy |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $637K | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $632K | Buy |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $524K | Sell |
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|
2020
Q3 | $458K | Sell |
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|
2020
Q2 | $519K | Sell |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $585K | Sell |
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|
2019
Q2 | $655K | Buy |
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|
2019
Q1 | $600K | Buy |
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|
2018
Q4 | $525K | Buy |
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|
2018
Q3 | $516K | Buy |
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|
2018
Q2 | $469K | Buy |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $459K | Buy |
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|
2017
Q3 | $215K | Hold |
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|
2017
Q2 | $209K | Hold |
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|
2017
Q1 | $207K | Hold |
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|
2016
Q4 | $201K | Buy |
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