HBK Sorce Advisory’s 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 | $560K | Buy |
|
|||||
|
2025
Q2 | $540K | Sell |
|
|||||
|
2025
Q1 | $548K | Buy |
|
|||||
|
2024
Q4 | $532K | Buy |
|
|||||
|
2024
Q3 | $564K | Buy |
|
|||||
|
2024
Q2 | $504K | Sell |
|
|||||
|
2024
Q1 | $521K | Buy |
|
|||||
|
2023
Q4 | $257K | Sell |
|
|||||
|
2023
Q3 | $253K | Buy |
|
|||||
|
2023
Q2 | $269K | Hold |
|
|||||
|
2023
Q1 | $271K | Sell |
|
|||||
|
2022
Q4 | $547K | Buy |
|
|||||
|
2022
Q3 | $301K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $392K | Sell |
|
|||||
|
2021
Q4 | $408K | Buy |
|
|||||
|
2021
Q3 | $249K | Buy |
|
|||||
|
2021
Q2 | $256K | Buy |
|
|||||
|
2021
Q1 | $246K | Sell |
|
|||||
|
2020
Q4 | $248K | Buy |
|
|||||
|
2020
Q3 | $211K | Sell |
|
|||||
|
2020
Q2 | $215K | Sell |
|
|||||
|
2020
Q1 | $248K | Sell |
|
|||||
|
2019
Q4 | $379K | Buy |
|
|||||
|
2019
Q3 | $309K | Buy |
|
|||||
|
2019
Q2 | $303K | Buy |
|
|||||
|
2019
Q1 | $297K | Sell |
|
|||||
|
2018
Q4 | $288K | Sell |
|
|||||
|
2018
Q3 | $319K | Sell |
|
|||||
|
2018
Q2 | $357K | Sell |
|
|||||
|
2018
Q1 | $377K | Buy |
|
|||||
|
2017
Q4 | $389K | Sell |
|
|||||
|
2017
Q3 | $395K | Buy |
|
|||||
|
2017
Q2 | $383K | Buy |
|
|||||
|
2017
Q1 | $367K | Sell |
|
|||||
|
2016
Q4 | $386K | Sell |
|
|||||
|
2016
Q3 | $381K | Sell |
|
|||||
|
2016
Q2 | $392K | Buy |
|
|||||
|
2016
Q1 | $299K | Sell |
|
|||||
|
2015
Q4 | $327K | Sell |
|
|||||
|
2015
Q3 | $359K | Sell |
|
|||||
|
2015
Q2 | $419K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $432K | Buy |
|
|||||
|
2014
Q3 | $408K | Buy |
|
|||||
|
2014
Q2 | $417K | Buy |
|
|||||
|
2014
Q1 | $400K | Buy |
|
|||||
|
2013
Q4 | $394K | Buy |
|
|||||
|
2013
Q3 | $373K | Sell |
|
|||||
|
2013
Q2 | $728K | Buy |
|