Lion Street Advisors’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 | $1.45M | Buy |
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|
2025
Q2 | $602K | Sell |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $890K | Hold |
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|
2023
Q4 | $890K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $327K | Hold |
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|
2021
Q4 | $329K | Sell |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $12.2K | Buy |
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