Mission 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
Q2 | $7.74M | Sell |
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|
2025
Q1 | $8.37M | Sell |
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|
2024
Q4 | $8.35M | Sell |
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|
2024
Q3 | $9.31M | Sell |
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|
2024
Q2 | $8.4M | Sell |
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|
2024
Q1 | $8.89M | Sell |
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|
2023
Q4 | $8.53M | Sell |
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|
2023
Q3 | $7.86M | Buy |
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|
2023
Q2 | $8.37M | Sell |
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|
2023
Q1 | $8.48M | Buy |
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|
2022
Q4 | $881K | Buy |
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|
2022
Q3 | $716K | Hold |
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|
2022
Q2 | $762K | Sell |
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|
2022
Q1 | $827K | Hold |
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|
2021
Q4 | $833K | Sell |
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|
2021
Q3 | $797K | Buy |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $551K | Sell |
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|
2020
Q3 | $541K | Buy |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $550K | Buy |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $433K | Buy |
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|
2019
Q1 | $372K | Hold |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $366K | Hold |
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|
2018
Q2 | $347K | Hold |
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|
2018
Q1 | $341K | Hold |
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|
2017
Q4 | $354K | Hold |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $333K | Sell |
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|
2017
Q1 | $421K | Sell |
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|
2016
Q4 | $414K | Hold |
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|
2016
Q3 | $408K | Hold |
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|
2016
Q2 | $406K | Hold |
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|
2016
Q1 | $387K | Hold |
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|
2015
Q4 | $356K | Hold |
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|
2015
Q3 | $349K | Hold |
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|
2015
Q2 | $379K | Buy |
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