Trilogy Capital’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
Q2
$268K Sell
2025
Q1
$312K Sell
2024
Q4
$5.81M Buy
2024
Q3
$6.21M Sell
2024
Q2
$5.7M Buy
2024
Q1
$5.82M Buy
2023
Q4
$5.3M Buy
2023
Q3
$4.78M Buy
2023
Q2
$4.96M Buy
2023
Q1
$4.5M Buy
2022
Q4
$4.23M Buy
2022
Q3
$523K Hold
2022
Q2
$557K Sell
2022
Q1
$623K Hold
2021
Q4
$628K Buy
2021
Q3
$231K Hold
2021
Q2
$243K Buy
2019
Q1
Sell
2018
Q4
$905K Sell
2018
Q3
$1.03M Sell
2018
Q2
$1.07M Sell
2018
Q1
$1.39M Buy