Ritholtz Wealth Management’s 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 | $731K | Buy |
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|
2025
Q1 | $667K | Sell |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $741K | Hold |
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|
2024
Q2 | $663K | Sell |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $617K | Hold |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $648K | Hold |
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|
2021
Q3 | $590K | Sell |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $579K | Sell |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $531K | Buy |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $636K | Sell |
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|
2019
Q3 | $607K | Sell |
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|
2019
Q2 | $604K | Buy |
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|
2019
Q1 | $594K | Hold |
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|
2018
Q4 | $535K | Hold |
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|
2018
Q3 | $585K | Sell |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $556K | Sell |
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|
2017
Q4 | $577K | Buy |
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|
2017
Q3 | $539K | Buy |
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|
2017
Q2 | $444K | Buy |
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|
2016
Q4 | $427K | Buy |
|