Sageworth Trust’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
$649K Sell
2025
Q2
$630K Sell
2025
Q1
$634K Hold
2024
Q4
$618K Hold
2024
Q3
$664K Sell
2024
Q2
$600K Hold
2024
Q1
$619K Sell
2023
Q4
$611K Sell
2023
Q3
$568K Sell
2023
Q2
$607K Hold
2023
Q1
$613K Hold
2022
Q4
$620K Buy
2022
Q3
$491K Buy
2020
Q3
Sell
2020
Q2
$148K Buy