Sequent Asset 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 | $220K | Hold |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $396K | Hold |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $489K | Hold |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $421K | Hold |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $498K | Hold |
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|
2019
Q3 | $475K | Hold |
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|
2019
Q2 | $467K | Hold |
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|
2019
Q1 | $460K | Hold |
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|
2018
Q4 | $415K | Hold |
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|
2018
Q3 | $454K | Hold |
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|
2018
Q2 | $429K | Buy |
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|
2018
Q1 | $308K | Sell |
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|
2017
Q4 | $538K | Buy |
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|
2017
Q3 | $319K | Hold |
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|
2017
Q2 | $311K | Sell |
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|
2017
Q1 | $447K | Buy |
|