Grimes & Company’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 | $774K | Buy |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $640K | Hold |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $515K | Hold |
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|
2022
Q1 | $556K | Hold |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $289K | Buy |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $270K | Sell |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $256K | Hold |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $291K | Hold |
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|
2017
Q1 | $289K | Sell |
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|
2016
Q4 | $309K | Hold |
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|
2016
Q3 | $305K | Hold |
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|
2016
Q2 | $303K | Sell |
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|
2016
Q1 | $294K | Hold |
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|
2015
Q4 | $270K | Buy |
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