Truepoint Inc’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 | $499K | Hold |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $517K | Hold |
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|
2023
Q4 | $493K | Hold |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $595K | Hold |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $295K | Hold |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $342K | Hold |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $3.44K | Sell |
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|
2017
Q4 | $325K | Buy |
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|
2017
Q3 | $308K | Sell |
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|
2017
Q2 | $310K | Buy |
|