Forbes Financial Planning’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 | $3.77M | Sell |
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|
2025
Q2 | $3.74M | Sell |
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|
2025
Q1 | $5.18M | Sell |
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|
2024
Q4 | $5.13M | Buy |
|
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|
2024
Q3 | $5.51M | Buy |
|
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|
2024
Q2 | $4.84M | Buy |
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|
2024
Q1 | $4.92M | Buy |
|
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|
2023
Q4 | $4.53M | Buy |
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|
2023
Q3 | $3.98M | Buy |
|
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|
2023
Q2 | $4.2M | Buy |
|
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|
2023
Q1 | $4.2M | Buy |
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|
2022
Q4 | $1.99M | Hold |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $884K | Buy |
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|
2021
Q4 | $890K | Buy |
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