Tompkins Financial’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
Q3 | $239K | Hold |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $172K | Buy |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $87K | Buy |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $47K | Hold |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $45K | Hold |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $228K | Buy |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $48K | Hold |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $45K | Hold |
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|
2016
Q2 | $45K | Buy |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $606K | Hold |
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|
2015
Q1 | $622K | Sell |
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|
2014
Q4 | $730K | Sell |
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|
2014
Q3 | $753K | Hold |
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|
2014
Q2 | $770K | Hold |
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|
2014
Q1 | $739K | Sell |
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|
2013
Q4 | $1.44M | Buy |
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|
2013
Q3 | $922K | Buy |
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|
2013
Q2 | $542K | Buy |
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