Independent Family Office’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
2021
Q2
Sell
2021
Q1
$326K Sell
2020
Q4
$875K Hold
2020
Q3
$763K Hold
2020
Q2
$753K Sell
2020
Q1
$908K Sell
2019
Q4
$1.24M Buy