Roundview Capital’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 | $299K | Hold |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.8M | Sell |
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|
2013
Q4 | $3.34M | Buy |
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|
2013
Q3 | $3.14M | Sell |
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|
2013
Q2 | $3.02M | Buy |
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