Meritage Portfolio 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 | $470K | Hold |
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|
2025
Q2 | $456K | Hold |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $690K | Sell |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $677K | Hold |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $684K | Hold |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $899K | Buy |
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|
2022
Q3 | $651K | Hold |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $773K | Buy |
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|
2021
Q4 | $737K | Sell |
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|
2021
Q3 | $721K | Sell |
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|
2021
Q2 | $856K | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $769K | Sell |
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|
2020
Q2 | $2.09M | Sell |
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|
2020
Q1 | $2.5M | Buy |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $2.39M | Buy |
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|
2019
Q2 | $1.81M | Buy |
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|
2019
Q1 | $1.49M | Sell |
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|
2018
Q4 | $2.93M | Buy |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $1.39M | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.76M | Sell |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.71M | Sell |
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|
2017
Q1 | $1.72M | Sell |
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|
2016
Q4 | $2M | Buy |
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|
2016
Q3 | $751K | Buy |
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|
2016
Q2 | $667K | Sell |
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|
2016
Q1 | $1.04M | Sell |
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|
2015
Q4 | $5.24M | Buy |
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|
2015
Q3 | $1.34M | Buy |
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|
2015
Q2 | $555K | Sell |
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|
2015
Q1 | $742K | Sell |
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|
2014
Q4 | $818K | Sell |
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|
2014
Q3 | $927K | Sell |
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|
2014
Q2 | $957K | Buy |
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|
2014
Q1 | $813K | Sell |
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|
2013
Q4 | $877K | Buy |
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|
2013
Q3 | $556K | Buy |
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|
2013
Q2 | $410K | Buy |
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