PRW 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
2023
Q3
$1.21M Buy
2023
Q2
Sell
2023
Q1
$15.4M Buy
2022
Q4
Sell
2022
Q3
$10.8M Buy
2022
Q2
$4.64M Buy
2022
Q1
$4.01M Buy
2021
Q4
$3.66M Sell
2021
Q3
$3.39M Buy
2021
Q2
Sell
2021
Q1
$2.76M Buy
2020
Q4
$2.23M Buy
2020
Q3
$1.7M Buy
2020
Q2
$1.66M Buy
2020
Q1
$1.32M Buy
2019
Q4
$1.71M Hold
2019
Q3
$1.64M Hold
2019
Q2
$1.6M Sell
2019
Q1
$1.59M Sell
2018
Q4
$1.53M Buy