Summit 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
Q2 | $200K | Hold |
|
|||||
|
2025
Q1 | $200K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $210K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $340K | Hold |
|
|||||
|
2023
Q3 | $313K | Hold |
|
|||||
|
2023
Q2 | $334K | Hold |
|
|||||
|
2023
Q1 | $337K | Sell |
|
|||||
|
2022
Q4 | $437K | Buy |
|
|||||
|
2022
Q3 | $304K | Hold |
|
|||||
|
2022
Q2 | $323K | Hold |
|
|||||
|
2022
Q1 | $349K | Hold |
|
|||||
|
2021
Q4 | $352K | Hold |
|
|||||
|
2021
Q3 | $320K | Hold |
|
|||||
|
2021
Q2 | $333K | Sell |
|
|||||
|
2021
Q1 | $341K | Hold |
|
|||||
|
2020
Q4 | $306K | Hold |
|
|||||
|
2020
Q3 | $267K | Hold |
|
|||||
|
2020
Q2 | $263K | Hold |
|
|||||
|
2020
Q1 | $231K | Hold |
|
|||||
|
2019
Q4 | $311K | Hold |
|
|||||
|
2019
Q3 | $296K | Hold |
|
|||||
|
2019
Q2 | $291K | Hold |
|
|||||
|
2019
Q1 | $287K | Hold |
|
|||||
|
2018
Q4 | $259K | Hold |
|
|||||
|
2018
Q3 | $283K | Hold |
|
|||||
|
2018
Q2 | $268K | Hold |
|
|||||
|
2018
Q1 | $263K | Sell |
|
|||||
|
2017
Q4 | $276K | Hold |
|
|||||
|
2017
Q3 | $267K | Buy |
|
|||||
|
2017
Q2 | $257K | Hold |
|
|||||
|
2017
Q1 | $255K | Hold |
|
|||||
|
2016
Q4 | $247K | Sell |
|
|||||
|
2016
Q3 | $259K | Hold |
|
|||||
|
2016
Q2 | $257K | Hold |
|
|||||
|
2016
Q1 | $245K | Hold |
|
|||||
|
2015
Q4 | $226K | Hold |
|
|||||
|
2015
Q3 | $221K | Hold |
|
|||||
|
2015
Q2 | $234K | Hold |
|
|||||
|
2015
Q1 | $240K | Sell |
|
|||||
|
2014
Q4 | $399K | Hold |
|
|||||
|
2014
Q3 | $380K | Sell |
|
|||||
|
2014
Q2 | $434K | Hold |
|
|||||
|
2014
Q1 | $417K | Sell |
|
|||||
|
2013
Q4 | $419K | Sell |
|
|||||
|
2013
Q3 | $432K | Buy |
|
|||||
|
2013
Q2 | $397K | Buy |
|