Johnson & White Wealth Management’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
$4.59M Sell
2025
Q2
$4.47M Sell
2025
Q1
$4.61M Sell
2024
Q4
$5.19M Sell
2024
Q3
$6.24M Sell
2024
Q2
$5.88M Sell
2024
Q1
$7.11M Sell
2023
Q4
$7.3M Buy
2023
Q3
$6.54M Buy
2023
Q2
$6.87M Sell
2023
Q1
$7.04M Buy
2022
Q4
Sell
2022
Q3
$5.7M Buy