Valley National Advisers’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 | $4K | Sell |
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|
2025
Q2 | $217K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $387K | Buy |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $343K | Buy |
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|
2019
Q1 | $337K | Sell |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $264K | Hold |
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|
2017
Q4 | $274K | Hold |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $257K | Buy |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $333K | Hold |
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|
2016
Q3 | $329K | Sell |
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|
2016
Q2 | $576K | Buy |
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|
2016
Q1 | $416K | Hold |
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|
2015
Q4 | $383K | Sell |
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|
2015
Q3 | $758K | Hold |
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|
2015
Q2 | $800K | Buy |
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|
2015
Q1 | $805K | Buy |
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|
2014
Q4 | $515K | Buy |
|