Marcum Wealth’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
Q1 | $306K | Sell |
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|
2024
Q4 | $312K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $561K | Buy |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Buy |
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