Transform Wealth’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
Q1
$768K Sell
2024
Q4
$999K Sell
2024
Q3
$1.25M Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.26M Sell
2023
Q4
$1.28M Sell
2023
Q3
$1.47M Sell
2023
Q2
$1.67M Sell
2023
Q1
$1.77M Sell
2022
Q4
$1.83M Sell
2022
Q3
$1.74M Sell
2022
Q2
$1.85M Sell
2022
Q1
$2.19M Sell
2021
Q4
$2.29M Sell
2021
Q3
$2.12M Sell
2021
Q2
$2.25M Sell
2021
Q1
$2.21M Sell
2020
Q4
$2.16M Sell
2020
Q3
$2.02M Sell
2020
Q2
$3.14M Sell
2020
Q1
$2.88M Sell
2019
Q4
$8.02M Buy
2019
Q3
$6M Buy
2019
Q2
$5.61M Sell
2019
Q1
$5.87M Buy
2018
Q4
$3.89M Buy