Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$694K Sell
2020
Q4
$637K Buy
2020
Q3
$409K Buy
2020
Q2
$364K Hold
2020
Q1
$319K Sell
2019
Q4
$442K Sell
2019
Q3
$433K Sell
2019
Q2
$498K Buy
2019
Q1
$431K Hold
2018
Q4
$388K Sell
2018
Q3
$439K Sell
2018
Q2
$430K Hold
2018
Q1
$423K Sell
2017
Q4
$493K Sell
2017
Q3
$723K Sell
2017
Q2
$711K Sell
2017
Q1
$940K Sell
2016
Q4
$1.03M Sell
2016
Q3
$1.22M Sell
2016
Q2
$1.22M Buy