Perennial Investment Advisors’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 | $5.55M | Buy |
|
|||||
|
2025
Q1 | $4.93M | Buy |
|
|||||
|
2024
Q4 | $4.62M | Buy |
|
|||||
|
2024
Q3 | $4.9M | Buy |
|
|||||
|
2024
Q2 | $4.23M | Buy |
|
|||||
|
2024
Q1 | $4.28M | Buy |
|
|||||
|
2023
Q4 | $3.87M | Buy |
|
|||||
|
2023
Q3 | $3.47M | Buy |
|
|||||
|
2023
Q2 | $3.66M | Buy |
|
|||||
|
2023
Q1 | $3.65M | Buy |
|
|||||
|
2022
Q4 | $3.35M | Buy |
|
|||||
|
2022
Q3 | $2.24M | Buy |
|
|||||
|
2022
Q2 | $662K | Buy |
|
|||||
|
2022
Q1 | $306K | Buy |
|
|||||
|
2021
Q4 | $297K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $391K | Sell |
|
|||||
|
2019
Q4 | $883K | Buy |
|