HTG Investment Advisors’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 | $443K | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $488K | Hold |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $475K | Hold |
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|
2022
Q4 | $480K | Buy |
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