River Wealth 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 | $406K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $577K | Sell |
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|
2021
Q4 | $597K | Hold |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $427K | Hold |
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|
2020
Q3 | $373K | Hold |
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|
2020
Q2 | $368K | Buy |
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|
2020
Q1 | $290K | Hold |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $377K | Hold |
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|
2019
Q2 | $371K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $96K | Hold |
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|
2018
Q3 | $105K | Hold |
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|
2018
Q2 | $100K | Buy |
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