Narus Financial Partners’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
Q2 | $299K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q1 | $260K | Buy |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $222K | Buy |
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|
2017
Q3 | $201K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $203K | Buy |
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