Realta Investment 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 | $360K | Sell |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $976K | Sell |
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|
2023
Q4 | $996K | Buy |
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|
2023
Q3 | $899K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $989K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $337K | Buy |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $678K | Buy |
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|
2019
Q1 | $195K | Buy |
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