Regal 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
Q2 | $318K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $441K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $278K | Hold |
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|
2017
Q2 | $270K | Sell |
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|
2017
Q1 | $349K | Sell |
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|
2016
Q4 | $348K | Hold |
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|
2016
Q3 | $343K | Buy |
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|
2016
Q2 | $324K | Sell |
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|
2016
Q1 | $341K | Sell |
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|
2015
Q4 | $361K | Buy |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $289K | Sell |
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|
2015
Q1 | $2.75M | Sell |
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|
2014
Q4 | $2.84M | Sell |
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|
2014
Q3 | $2.86M | Buy |
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|
2014
Q2 | $499K | Buy |
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|
2014
Q1 | $450K | Sell |
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|
2013
Q4 | $445K | Buy |
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|
2013
Q3 | $361K | Sell |
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|
2013
Q2 | $429K | Buy |
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