Parcion Private Wealth’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
$787K Buy
2025
Q2
$762K Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.04M Buy
2024
Q3
$963K Buy
2024
Q2
$401K Sell
2024
Q1
$7.95M Sell
2023
Q4
$13.3M Buy
2023
Q3
$11.3M Buy
2023
Q2
$11.6M Buy
2023
Q1
$8.95M Buy
2022
Q4
$8.8M Sell
2022
Q3
$10.8M Buy
2022
Q2
$11.5M Sell
2022
Q1
$14.9M Sell
2021
Q4
$17M Buy
2021
Q3
$15.2M Sell
2021
Q2
$15.2M Sell
2021
Q1
$15.1M Sell
2020
Q4
$14.3M Buy
2020
Q3
$3.02M Sell
2020
Q2
$10.2M Buy
2020
Q1
$588K Buy