Investment Advisory 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
Q2
$605K Sell
2025
Q1
$626K Hold
2024
Q4
$610K Sell
2024
Q3
$662K Sell
2024
Q2
$605K Buy
2024
Q1
$624K Sell
2023
Q4
$601K Sell
2023
Q3
$572K Buy
2023
Q2
$591K Hold
2023
Q1
$597K Hold
2022
Q4
$603K Buy
2022
Q3
$470K Hold
2022
Q2
$500K Hold
2022
Q1
$540K Hold
2021
Q4
$527K Buy