James Investment Research’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 | $689K | Buy |
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|
2025
Q2 | $622K | Hold |
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|
2025
Q1 | $621K | Buy |
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|
2024
Q4 | $577K | Hold |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $521K | Hold |
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|
2024
Q1 | $537K | Sell |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $723K | Buy |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $637K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $460K | Hold |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $431K | Sell |
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|
2020
Q4 | $426K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $2.86M | Sell |
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|
2019
Q3 | $3.48M | Buy |
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|
2019
Q2 | $930K | Buy |
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