Marion Wealth Management’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 | $209K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $217K | Buy |
|
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $629K | Buy |
|
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|
2023
Q1 | $632K | Buy |
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|
2022
Q4 | $630K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $995K | Sell |
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|
2021
Q4 | $1.01M | Buy |
|