LT
Legacy Trust’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,928
| Closed | -$397K | – | 155 |
|
|
2025
Q1 | $397K | Hold |
2,928
| – | – | 0.1% | 120 |
|
|
2024
Q4 | $387K | Hold |
2,928
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $416K | Hold |
2,928
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $372K | Hold |
2,928
| – | – | 0.09% | 116 |
|
|
2024
Q1 | $384K | Hold |
2,928
| – | – | 0.1% | 121 |
|
|
2023
Q4 | $366K | Hold |
2,928
| – | – | 0.1% | 123 |
|
|
2023
Q3 | $337K | Hold |
2,928
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $359K | Hold |
2,928
| – | – | 0.1% | 119 |
|
|
2023
Q1 | $362K | Hold |
2,928
| – | – | 0.11% | 118 |
|
|
2022
Q4 | $366K | Buy |
+2,928
| New | +$366K | 0.11% | 112 |
|