Houlihan Financial Resource Group’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
$2.51M Sell
2025
Q2
$5.47M Sell
2025
Q1
$5.51M Sell
2024
Q4
$5.55M Buy
2024
Q3
$5.96M Buy
2024
Q2
$5.32M Buy
2024
Q1
$5.49M Sell
2023
Q4
$5.35M Buy
2023
Q3
$4.83M Sell
2023
Q2
$145M Buy
2023
Q1
$5.18M Sell
2022
Q4
$5.38M Buy
2022
Q3
$4.99M Buy
2020
Q3
$4.02M Buy
2020
Q1
$3.32M Buy
2019
Q4
$4.41M Buy