Legacy Financial Group (Iowa)’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 | $38.9M | Sell |
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|
2025
Q1 | $50M | Sell |
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|
2024
Q4 | $49.9M | Buy |
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|
2024
Q3 | $53.2M | Buy |
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|
2024
Q2 | $47.2M | Sell |
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|
2024
Q1 | $51.7M | Buy |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $46.1M | Buy |
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|
2023
Q2 | $48.1M | Sell |
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|
2023
Q1 | $59M | Buy |
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|
2022
Q4 | $57.1M | Buy |
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|
2022
Q3 | $43.9M | Buy |
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|
2022
Q2 | $44.8M | Buy |
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|
2022
Q1 | $47.8M | Buy |
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|
2021
Q4 | $35.1M | Sell |
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|
2021
Q3 | $41.9M | Buy |
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|
2021
Q2 | $42.1M | Buy |
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|
2021
Q1 | $34.2M | Buy |
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|
2020
Q4 | $19.8M | Buy |
|