Lake Street Advisors Group’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
2024
Q4
$761K Buy
2024
Q3
$818K Buy
2024
Q2
$732K Buy
2024
Q1
$644K Buy
2023
Q4
$575K Buy
2020
Q2
Sell
2020
Q1
$202K Sell
2019
Q4
$790K Buy
2019
Q3
$606K Hold
2019
Q2
$595K Hold
2019
Q1
$587K Hold
2018
Q4
$528K Hold
2018
Q3
$578K Hold
2018
Q2
$547K Sell
2018
Q1
$1.11M Sell
2017
Q4
$1.34M Buy