Peterson Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $8.22M | Buy |
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|
2024
Q4 | $7.67M | Buy |
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|
2024
Q3 | $7.57M | Sell |
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|
2024
Q2 | $8.74M | Buy |
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|
2024
Q1 | $6.87M | Sell |
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|
2023
Q4 | $7.86M | Sell |
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|
2023
Q3 | $9.08M | Buy |
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|
2023
Q2 | $9.5M | Buy |
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|
2023
Q1 | $8.21M | Sell |
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|
2022
Q4 | $8.39M | Sell |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $7.84M | Sell |
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|
2022
Q1 | $9.4M | Buy |
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|
2021
Q4 | $6.68M | Buy |
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|
2021
Q3 | $5.74M | Buy |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $5.55M | Buy |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $4.22M | Buy |
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|
2020
Q2 | $3.18M | Buy |
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|
2020
Q1 | $2.46M | Sell |
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|
2019
Q4 | $3.87M | Buy |
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