Plancorp LLC’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 | $273K | Buy |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $201K | Buy |
|