Optimum Investment Advisors’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 | $281K | Hold |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $283K | Sell |
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|
2021
Q1 | $283K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $284K | Buy |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $339K | Buy |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $327K | Buy |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $362K | Buy |
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|
2017
Q1 | $358K | Buy |
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|
2016
Q4 | $347K | Sell |
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|
2016
Q3 | $449K | Buy |
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|
2016
Q2 | $445K | Buy |
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|
2016
Q1 | $423K | Buy |
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|
2015
Q4 | $388K | Buy |
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|
2015
Q3 | $358K | Buy |
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|
2015
Q1 | $495K | Buy |
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|
2014
Q4 | $459K | Buy |
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|
2014
Q3 | $460K | Buy |
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|
2014
Q2 | $392K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $26K | Buy |
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