JNBA Financial 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
Q1 | – | Sell |
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|
2024
Q4 | $29.6K | Hold |
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|
2024
Q3 | $31.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $49K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $171K | Sell |
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|
2016
Q4 | $200K | Sell |
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|
2016
Q3 | $238K | Sell |
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|
2016
Q2 | $315K | Hold |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $276K | Sell |
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|
2015
Q3 | $419K | Sell |
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|
2015
Q2 | $851K | Sell |
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|
2015
Q1 | $926K | Hold |
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|
2014
Q4 | $933K | Sell |
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|
2014
Q3 | $937K | Sell |
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|
2014
Q2 | $1.06M | Sell |
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|
2014
Q1 | $1.19M | Buy |
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