Joel Isaacson & Co’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 | $359M | Buy |
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|
2025
Q1 | $347M | Buy |
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|
2024
Q4 | $332M | Buy |
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|
2024
Q3 | $350M | Buy |
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|
2024
Q2 | $309M | Buy |
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|
2024
Q1 | $313M | Buy |
|
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|
2023
Q4 | $297M | Buy |
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|
2023
Q3 | $273M | Buy |
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|
2023
Q2 | $286M | Buy |
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|
2023
Q1 | $282M | Buy |
|
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|
2022
Q4 | $277M | Buy |
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|
2022
Q3 | $235M | Buy |
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|
2022
Q2 | $243M | Buy |
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|
2022
Q1 | $259M | Buy |
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|
2021
Q4 | $257M | Buy |
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|
2021
Q3 | $230M | Buy |
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|
2021
Q2 | $232M | Buy |
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|
2021
Q1 | $218M | Buy |
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|
2020
Q4 | $190M | Buy |
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|
2020
Q3 | $165M | Sell |
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|
2020
Q2 | $163M | Buy |
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|
2020
Q1 | $143M | Sell |
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|
2019
Q4 | $204M | Buy |
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|
2019
Q3 | $192M | Buy |
|
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|
2019
Q2 | $187M | Buy |
|
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|
2019
Q1 | $183M | Sell |
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|
2018
Q4 | $170M | Buy |
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|
2018
Q3 | $177M | Buy |
|
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|
2018
Q2 | $166M | Buy |
|
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|
2018
Q1 | $163M | Sell |
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|
2017
Q4 | $170M | Buy |
|
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|
2017
Q3 | $163M | Sell |
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|
2017
Q2 | $160M | Buy |
|
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|
2017
Q1 | $158M | Buy |
|
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|
2016
Q4 | $153M | Buy |
|
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|
2016
Q3 | $148M | Buy |
|
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|
2016
Q2 | $144M | Buy |
|
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|
2016
Q1 | $132M | Buy |
|
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|
2015
Q4 | $117M | Buy |
|
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|
2015
Q3 | $111M | Buy |
|
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|
2015
Q2 | $116M | Sell |
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|
2015
Q1 | $119M | Buy |
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|
2014
Q4 | $115M | Buy |
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|
2014
Q3 | $104M | Buy |
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|
2014
Q2 | $102M | Buy |
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|
2014
Q1 | $94.6M | Buy |
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|
2013
Q4 | $87.7M | Buy |
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|
2013
Q3 | $79.1M | Buy |
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|
2013
Q2 | $68.8M | Buy |
|