Texas Capital Bank Wealth Management Services’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 | $463K | Hold |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $560K | Hold |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $555K | Sell |
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|
2019
Q4 | $1.23M | Buy |
|