Jones Financial Companies’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 | $51.6M | Buy |
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|
2025
Q1 | $44.6M | Buy |
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|
2024
Q4 | $34M | Buy |
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|
2024
Q3 | $26.9M | Buy |
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|
2024
Q2 | $15.3M | Buy |
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|
2024
Q1 | $7.99M | Buy |
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|
2023
Q4 | $6.32M | Sell |
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|
2023
Q3 | $6.13M | Sell |
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|
2023
Q2 | $6.91M | Sell |
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|
2023
Q1 | $7.95M | Sell |
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|
2022
Q4 | $8.39M | Sell |
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|
2022
Q3 | $7.57M | Sell |
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|
2022
Q2 | $8.07M | Sell |
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|
2022
Q1 | $9.01M | Sell |
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|
2021
Q4 | $9.84M | Buy |
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|
2021
Q3 | $8.89M | Sell |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $10.7M | Sell |
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|
2020
Q4 | $9.89M | Sell |
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|
2020
Q3 | $8.96M | Sell |
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|
2020
Q2 | $9.53M | Sell |
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|
2020
Q1 | $67.3M | Buy |
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|
2019
Q4 | $84.9M | Sell |
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|
2019
Q3 | $81.2M | Sell |
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|
2019
Q2 | $80.6M | Sell |
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|
2019
Q1 | $80.5M | Sell |
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|
2018
Q4 | $73M | Buy |
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|
2018
Q3 | $79.9M | Sell |
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|
2018
Q2 | $77.1M | Sell |
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|
2018
Q1 | $77.5M | Sell |
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|
2017
Q4 | $83.6M | Sell |
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|
2017
Q3 | $83.2M | Sell |
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|
2017
Q2 | $82.8M | Sell |
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|
2017
Q1 | $84.7M | Sell |
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|
2016
Q4 | $86.5M | Sell |
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|
2016
Q3 | $86.1M | Buy |
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|
2016
Q2 | $82.8M | Sell |
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|
2016
Q1 | $258M | Buy |
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|
2015
Q4 | $236M | Sell |
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|
2015
Q3 | $233M | Buy |
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|
2015
Q2 | $242M | Buy |
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|
2015
Q1 | $241M | Buy |
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|
2014
Q4 | $228M | Buy |
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|
2014
Q3 | $212M | Buy |
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|
2014
Q2 | $210M | Buy |
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|
2014
Q1 | $196M | Buy |
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|
2013
Q4 | $184M | Buy |
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|
2013
Q3 | $171M | Buy |
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|
2013
Q2 | $159M | Buy |
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