J.W. Cole Advisors’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
$8.68M Sell
2025
Q2
$8.58M Buy
2025
Q1
$3.96M Sell
2024
Q4
$6.69M Sell
2024
Q3
$7.25M Sell
2024
Q2
$6.62M Sell
2024
Q1
$6.97M Sell
2023
Q4
$6.91M Buy
2023
Q3
$3.43M Buy
2023
Q2
$3.56M Sell
2023
Q1
$4.11M Sell
2022
Q4
$5.67M Buy
2022
Q3
$3.17M Buy
2022
Q2
$3.09M Buy
2022
Q1
$3.31M Sell
2021
Q4
$3.52M Buy
2021
Q3
Sell
2021
Q2
$3.18M Buy
2021
Q1
$2.62M Sell
2020
Q4
$2.94M Sell
2020
Q3
$3.13M Sell
2020
Q2
$3.16M Buy
2020
Q1
Sell
2019
Q4
$5.36M Buy