Glassman Wealth Services’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 | $841K | Hold |
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|
2025
Q2 | $815K | Hold |
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|
2025
Q1 | $814K | Hold |
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|
2024
Q4 | $793K | Hold |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $763K | Buy |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $673K | Buy |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $662K | Sell |
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|
2021
Q3 | $651K | Buy |
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|
2021
Q2 | $677K | Hold |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $583K | Hold |
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|
2019
Q3 | $556K | Hold |
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|
2019
Q2 | $546K | Hold |
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|
2019
Q1 | $539K | Sell |
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|
2018
Q4 | $558K | Hold |
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|
2018
Q3 | $610K | Hold |
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|
2018
Q2 | $577K | Hold |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $635K | Hold |
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|
2017
Q3 | $614K | Hold |
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|
2017
Q2 | $598K | Hold |
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|
2017
Q1 | $593K | Buy |
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|
2016
Q4 | $567K | Buy |
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|
2016
Q3 | $353K | Buy |
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|
2016
Q2 | $320K | Hold |
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|
2016
Q1 | $305K | Hold |
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|
2015
Q4 | $280K | Hold |
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|
2015
Q3 | $275K | Hold |
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|
2015
Q2 | $290K | Hold |
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|
2015
Q1 | $298K | Hold |
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|
2014
Q4 | $300K | Buy |
|