Venturi Wealth Management’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 | $609K | Sell |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $741K | Sell |
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|
2024
Q2 | $718K | Sell |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $982K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $310K | Sell |
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|
2018
Q4 | $43.8M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $814K | Buy |
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|
2017
Q4 | $773K | Sell |
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|
2017
Q3 | $9.49M | Buy |
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|
2017
Q2 | $7.74M | Sell |
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|
2017
Q1 | $10.5M | Buy |
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|
2016
Q4 | $6.76M | Buy |
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|
2016
Q3 | $6.45M | Buy |
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|
2016
Q2 | $2.58M | Buy |
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|
2016
Q1 | $1.42M | Buy |
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