Plante Moran Financial Advisors’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 | $449K | Sell |
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|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $433K | Hold |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $758K | Sell |
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|
2020
Q4 | $864K | Buy |
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|
2020
Q3 | $736K | Buy |
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|
2020
Q2 | $726K | Sell |
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|
2020
Q1 | $988K | Sell |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $1.4M | Sell |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $1.54M | Sell |
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|
2017
Q2 | $1.61M | Sell |
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|
2017
Q1 | $1.6M | Sell |
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|
2016
Q4 | $1.75M | Buy |
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $965K | Buy |
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|
2015
Q4 | $888K | Buy |
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|
2015
Q3 | $869K | Buy |
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|
2015
Q2 | $916K | Buy |
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|
2015
Q1 | $567K | Buy |
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|
2014
Q4 | $522K | Sell |
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|
2014
Q3 | $528K | Sell |
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|
2014
Q2 | $705K | Buy |
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|
2014
Q1 | $673K | Buy |
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|
2013
Q4 | $662K | Hold |
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|
2013
Q3 | $628K | Sell |
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|
2013
Q2 | $645K | Buy |
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