LBMC Investment Advisors’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
Q3 | $372K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $327 | Sell |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $256K | Buy |
|