Ullmann Wealth Partners Group’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 | $516K | Hold |
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|
2025
Q2 | $500K | Hold |
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|
2025
Q1 | $500K | Hold |
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|
2024
Q4 | $487K | Hold |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $457K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $327K | Hold |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $372K | Hold |
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|
2019
Q4 | $502K | Hold |
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|
2019
Q3 | $479K | Hold |
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|
2019
Q2 | $471K | Hold |
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|
2019
Q1 | $464K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $100K | Hold |
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|
2017
Q1 | $99K | Buy |
|