Robertson Stephens 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 | $501K | Sell |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $223K | Buy |
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