Matrix Asset Advisors’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
Q3 | $569K | Buy |
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|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $505K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $511K | Hold |
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|
2023
Q1 | $516K | Hold |
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|
2022
Q4 | $522K | Hold |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | $278K | Buy |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $230K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Hold |
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|
2014
Q4 | $205K | Sell |
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|
2014
Q3 | $233K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $208K | Buy |
|