Howe & Rusling’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
Q2 | $263K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $117K | Buy |
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|
2024
Q2 | $105K | Sell |
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|
2024
Q1 | $109K | Sell |
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|
2023
Q4 | $130K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $135K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | $192K | Sell |
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|
2020
Q3 | $172K | Buy |
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|
2020
Q2 | $169K | Sell |
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|
2020
Q1 | $164K | Buy |
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|
2019
Q4 | $199K | Buy |
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|
2019
Q3 | $174K | Buy |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $154K | Sell |
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|
2018
Q4 | $192K | Sell |
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|
2018
Q3 | $1.63M | Sell |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.63M | Buy |
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|
2017
Q3 | $1.56M | Sell |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.46M | Buy |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $1.1M | Buy |
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|
2016
Q1 | $830K | Buy |
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|
2015
Q4 | $659K | Buy |
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|
2015
Q3 | $587K | Buy |
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|
2015
Q2 | $584K | Buy |
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|
2015
Q1 | $587K | Buy |
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|
2014
Q4 | $584K | Buy |
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|
2014
Q3 | $522K | Buy |
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|
2014
Q2 | $469K | Buy |
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|
2014
Q1 | $438K | Buy |
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|
2013
Q4 | $414K | Buy |
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|
2013
Q3 | $247K | Buy |
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|
2013
Q2 | $227K | Buy |
|