O'Brien Wealth Partners’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 | $958K | Buy |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $923K | Sell |
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|
2024
Q3 | $995K | Buy |
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|
2024
Q2 | $887K | Buy |
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|
2024
Q1 | $910K | Buy |
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|
2023
Q4 | $863K | Sell |
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|
2023
Q3 | $938K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.3M | Sell |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.77M | Sell |
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|
2017
Q4 | $1.89M | Buy |
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|
2017
Q3 | $1.82M | Sell |
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|
2017
Q2 | $1.84M | Sell |
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|
2017
Q1 | $2.39M | Sell |
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|
2016
Q4 | $2.65M | Sell |
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|
2016
Q3 | $4.28M | Sell |
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|
2016
Q2 | $12.8M | Sell |
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|
2016
Q1 | $12.7M | Sell |
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|
2015
Q4 | $15.8M | Buy |
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