Rossmore Private Capital’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 | $630K | Buy |
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|
2025
Q2 | $598K | Hold |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $549K | Hold |
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|
2024
Q3 | $590K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $485K | Hold |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $463K | Hold |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $447K | Hold |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $530K | Buy |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $346K | Buy |
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