Forum Financial Management’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 | $1.07M | Sell |
|
|||||
|
2025
Q2 | $1.43M | Sell |
|
|||||
|
2025
Q1 | $1.48M | Sell |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $1.62M | Buy |
|
|||||
|
2024
Q2 | $1.32M | Sell |
|
|||||
|
2024
Q1 | $1.54M | Buy |
|
|||||
|
2023
Q4 | $1.3M | Sell |
|
|||||
|
2023
Q3 | $1.49M | Buy |
|
|||||
|
2023
Q2 | $1.59M | Sell |
|
|||||
|
2023
Q1 | $1.61M | Sell |
|
|||||
|
2022
Q4 | $1.63M | Buy |
|
|||||
|
2022
Q3 | $285K | Sell |
|
|||||
|
2022
Q2 | $310K | Buy |
|
|||||
|
2022
Q1 | $333K | Sell |
|
|||||
|
2021
Q4 | $386K | Buy |
|