Patten & Patten’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 | $328K | Hold |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $423K | Hold |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $281K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $272K | Buy |
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|
2018
Q4 | $243K | Hold |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $231K | Sell |
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|
2017
Q4 | $375K | Sell |
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|
2017
Q3 | $499K | Buy |
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|
2017
Q2 | $473K | Hold |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $349K | Sell |
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|
2016
Q3 | $382K | Hold |
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|
2016
Q2 | $380K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $206K | Hold |
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|
2013
Q4 | $203K | Buy |
|