Smith Salley Wealth Management’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 | $240K | Hold |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $257K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $220K | Sell |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $230K | Hold |
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|
2015
Q3 | $226K | Sell |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $256K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $223K | Buy |
|