Heritage Financial 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 | $842K | Sell |
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|
2025
Q2 | $826K | Buy |
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|
2025
Q1 | $816K | Hold |
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|
2024
Q4 | $795K | Hold |
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|
2024
Q3 | $854K | Hold |
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|
2024
Q2 | $765K | Hold |
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|
2024
Q1 | $789K | Hold |
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $863K | Hold |
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|
2022
Q3 | $769K | Hold |
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|
2022
Q2 | $818K | Hold |
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|
2022
Q1 | $883K | Sell |
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|
2021
Q4 | $901K | Buy |
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