Horst & Graben Wealth Management’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 | $633K | Sell |
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|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $941K | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $938K | Buy |
|