JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $170M | Buy |
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|
2023
Q2 | $153M | Sell |
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|
2023
Q1 | $173M | Sell |
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|
2022
Q4 | $385M | Buy |
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|
2022
Q3 | $207M | Buy |
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|
2022
Q2 | $154M | Buy |
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|
2022
Q1 | $130M | Sell |
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|
2021
Q4 | $168M | Buy |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $95.9M | Buy |
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|
2021
Q1 | $84.7M | Sell |
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|
2020
Q4 | $84.1M | Sell |
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|
2020
Q3 | $81.2M | Sell |
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|
2020
Q2 | $84M | Buy |
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|
2020
Q1 | $72.6M | Buy |
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|
2019
Q4 | $97.4M | Buy |
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|
2019
Q3 | $83.3M | Buy |
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|
2019
Q2 | $77M | Buy |
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|
2019
Q1 | $69.8M | Sell |
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|
2018
Q4 | $63M | Buy |
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|
2018
Q3 | $49.2M | Sell |
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|
2018
Q2 | $47.5M | Buy |
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|
2018
Q1 | $46.7M | Sell |
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|
2017
Q4 | $56.6M | Buy |
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|
2017
Q3 | $52.8M | Buy |
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|
2017
Q2 | $48.8M | Sell |
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|
2017
Q1 | $48.9M | Buy |
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|
2016
Q4 | $39.9M | Buy |
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|
2016
Q3 | $33.4M | Sell |
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|
2016
Q2 | $34.6M | Buy |
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|
2016
Q1 | $29.8M | Buy |
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|
2015
Q4 | $23.7M | Buy |
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|
2015
Q3 | $18M | Sell |
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|
2015
Q2 | $19.7M | Sell |
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|
2015
Q1 | $20.5M | Sell |
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|
2014
Q4 | $21.1M | Buy |
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|
2014
Q3 | $18.2M | Buy |
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|
2014
Q2 | $17M | Sell |
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|
2014
Q1 | $16.7M | Sell |
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|
2013
Q4 | $22.6M | Buy |
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|
2013
Q3 | $17.7M | Buy |
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|
2013
Q2 | $14.8M | Buy |
|