Holistic Financial Partners’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 | $582K | Sell |
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|
2025
Q2 | $568K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $503K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $570K | Hold |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $523K | Hold |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $525K | Sell |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $422K | Sell |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $536K | Hold |
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|
2019
Q3 | $510K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $535K | Sell |
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|
2018
Q4 | $528K | Sell |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $688K | Sell |
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|
2017
Q4 | $875K | Buy |
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