TRUE Private Wealth Advisors’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
$2.26M Buy
2021
Q1
Sell
2020
Q4
$3K Hold
2020
Q3
$2K Hold
2020
Q2
$2K Sell
2020
Q1
$1.74M Sell
2019
Q4
$2.79M Buy
2019
Q3
$2.22M Buy
2019
Q2
$1.77M Buy
2019
Q1
$1.4M Buy
2018
Q4
$815K Buy