Lake Street Private Wealth’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 | $862K | Buy |
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|
2025
Q2 | $835K | Buy |
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|
2025
Q1 | $834K | Sell |
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|
2024
Q4 | $889K | Buy |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $963K | Buy |
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|
2024
Q1 | $993K | Sell |
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|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $912K | Buy |
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|
2023
Q2 | $969K | Buy |
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|
2023
Q1 | $961K | Sell |
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|
2022
Q4 | $976K | Sell |
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|
2022
Q3 | $885K | Hold |
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|
2022
Q2 | $942K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $695K | Hold |
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|
2021
Q2 | $727K | Hold |
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|
2021
Q1 | $698K | Hold |
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|
2020
Q4 | $626K | Buy |
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