HM Payson & Co’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 | $317K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $129K | Hold |
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|
2023
Q1 | $130K | Hold |
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|
2022
Q4 | $131K | Hold |
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|
2022
Q3 | $117K | Buy |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $92K | Sell |
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|
2021
Q1 | $756K | Hold |
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|
2020
Q4 | $679K | Hold |
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|
2020
Q3 | $592K | Buy |
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|
2020
Q2 | $68K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $74K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $69K | Buy |
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