N.E.W. Advisory Services’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 | $815K | Sell |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $914K | Buy |
|
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|
2024
Q3 | $971K | Sell |
|
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|
2024
Q2 | $883K | Buy |
|
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|
2024
Q1 | $895K | Sell |
|
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|
2023
Q4 | $857K | Sell |
|
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|
2023
Q3 | $790K | Sell |
|
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|
2023
Q2 | $849K | Sell |
|
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|
2023
Q1 | $927K | Sell |
|
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|
2022
Q4 | $940K | Sell |
|
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|
2022
Q3 | $864K | Sell |
|
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|
2022
Q2 | $953K | Sell |
|
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|
2022
Q1 | $1.43M | Buy |
|
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|
2021
Q4 | $1.09M | Sell |
|
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|
2021
Q3 | $998K | Sell |
|
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|
2021
Q2 | $1.14M | Sell |
|
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|
2021
Q1 | $1.44M | Sell |
|
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|
2020
Q4 | $1.76M | Sell |
|
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|
2020
Q3 | $1.9M | Sell |
|
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|
2020
Q2 | $2.17M | Buy |
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|
2019
Q4 | $3.45M | Buy |
|