J.W. Coons 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 | $283K | Hold |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $567K | Hold |
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|
2022
Q2 | $603K | Hold |
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|
2022
Q1 | $651K | Hold |
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|
2021
Q4 | $656K | Buy |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $255K | Sell |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $507K | Buy |
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