Narwhal Capital 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 | $2.94M | Hold |
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|
2025
Q2 | $2.85M | Hold |
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|
2025
Q1 | $2.85M | Hold |
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|
2024
Q4 | $2.77M | Hold |
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|
2024
Q3 | $2.98M | Hold |
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|
2024
Q2 | $2.67M | Hold |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $2.07M | Hold |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.05M | Hold |
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|
2021
Q2 | $2.14M | Hold |
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|
2021
Q1 | $2.06M | Hold |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $1.89M | Hold |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.22M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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