Sequoia Financial Advisors’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 | $2.9M | Sell |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $937K | Buy |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $435K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $930K | Buy |
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|
2018
Q4 | $706K | Sell |
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|
2018
Q3 | $785K | Buy |
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|
2018
Q2 | $731K | Hold |
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|
2018
Q1 | $719K | Buy |
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|
2017
Q4 | $736K | Sell |
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|
2017
Q3 | $995K | Buy |
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|
2017
Q2 | $940K | Hold |
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|
2017
Q1 | $932K | Sell |
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|
2016
Q4 | $921K | Buy |
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|
2016
Q3 | $795K | Sell |
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|
2016
Q2 | $913K | Buy |
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|
2016
Q1 | $845K | Buy |
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|
2015
Q4 | $778K | Buy |
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|
2015
Q3 | $763K | Sell |
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|
2015
Q2 | $813K | Buy |
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|
2015
Q1 | $717K | Buy |
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|
2014
Q4 | $723K | Buy |
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|
2014
Q3 | $687K | Buy |
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|
2014
Q2 | $702K | Buy |
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|
2014
Q1 | $593K | Buy |
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