Selective 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
Q3 | $511K | Sell |
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|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $39K | Sell |
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|
2021
Q3 | $94K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $30K | Buy |
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