McNaughton Wealth Management’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 | $1.51M | Sell |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $913K | Buy |
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|
2020
Q2 | $818K | Buy |
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|
2020
Q1 | $293K | Buy |
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