Rockbridge Investment Management’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 | $311K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $477K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $868K | Hold |
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|
2021
Q3 | $791K | Hold |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $658K | Hold |
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|
2020
Q4 | $591K | Buy |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $506K | Buy |
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