Valeo Financial 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 | $940K | Buy |
|
|||||
|
2025
Q2 | $908K | Buy |
|
|||||
|
2025
Q1 | $572K | Sell |
|
|||||
|
2024
Q4 | $562K | Buy |
|
|||||
|
2024
Q3 | $602K | Sell |
|
|||||
|
2024
Q2 | $608K | Buy |
|
|||||
|
2024
Q1 | $613K | Sell |
|
|||||
|
2023
Q4 | $643K | Buy |
|
|||||
|
2023
Q3 | $576K | Buy |
|
|||||
|
2023
Q2 | $593K | Sell |
|
|||||
|
2023
Q1 | $636K | Buy |
|
|||||
|
2022
Q4 | $642K | Buy |
|
|||||
|
2022
Q3 | $412K | Sell |
|
|||||
|
2022
Q2 | $489K | Sell |
|
|||||
|
2022
Q1 | $536K | Buy |
|
|||||
|
2021
Q4 | $527K | Sell |
|
|||||
|
2021
Q3 | $494K | Buy |
|
|||||
|
2021
Q2 | $513K | Buy |
|
|||||
|
2021
Q1 | $424K | Buy |
|
|||||
|
2020
Q4 | $299K | Buy |
|
|||||
|
2020
Q3 | $200K | Hold |
|
|||||
|
2020
Q2 | $198K | Sell |
|
|||||
|
2020
Q1 | $233K | Buy |
|
|||||
|
2019
Q4 | $68K | Hold |
|
|||||
|
2019
Q3 | $65K | Buy |
|
|||||
|
2019
Q2 | $61K | Sell |
|
|||||
|
2019
Q1 | $100K | Buy |
|
|||||
|
2018
Q4 | $62K | Buy |
|
|||||
|
2018
Q3 | $64K | Buy |
|
|||||
|
2018
Q2 | $54K | Sell |
|
|||||
|
2018
Q1 | $64K | Sell |
|
|||||
|
2017
Q4 | $68K | Buy |
|
|||||
|
2017
Q3 | $52K | Buy |
|