Fortis Capital 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
$301K Hold
2025
Q2
$291K Sell
2025
Q1
$356K Sell
2024
Q4
$367K Hold
2024
Q3
$373K Sell
2024
Q2
$424K Buy
2024
Q1
$303K Buy
2023
Q2
Sell
2023
Q1
$218K Sell
2022
Q4
$294K Buy