Modera 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 | $663K | Buy |
|
|||||
|
2025
Q1 | $654K | Sell |
|
|||||
|
2024
Q4 | $706K | Buy |
|
|||||
|
2024
Q3 | $745K | Sell |
|
|||||
|
2024
Q2 | $677K | Hold |
|
|||||
|
2024
Q1 | $699K | Sell |
|
|||||
|
2023
Q4 | $672K | Sell |
|
|||||
|
2023
Q3 | $639K | Sell |
|
|||||
|
2023
Q2 | $720K | Buy |
|
|||||
|
2023
Q1 | $431K | Sell |
|
|||||
|
2022
Q4 | $480K | Buy |
|
|||||
|
2022
Q3 | $418K | Sell |
|
|||||
|
2022
Q2 | $464K | Buy |
|
|||||
|
2022
Q1 | $440K | Buy |
|
|||||
|
2021
Q4 | $434K | Sell |
|
|||||
|
2021
Q3 | $395K | Sell |
|
|||||
|
2021
Q2 | $448K | Buy |
|
|||||
|
2021
Q1 | $403K | Sell |
|
|||||
|
2020
Q4 | $379K | Buy |
|
|||||
|
2020
Q3 | $331K | Buy |
|
|||||
|
2020
Q2 | $326K | Buy |
|
|||||
|
2020
Q1 | $215K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $205K | Buy |
|