Summit X LLC’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 | – | Sell |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $294K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $554 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.13M | Buy |
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