Summit Financial’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
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $934K | Buy |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $910K | Buy |
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|
2022
Q4 | $911K | Buy |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $806K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $336K | Buy |
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