Waldron Private Wealth’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 | $1.52M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $61.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $545K | Hold |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $927K | Sell |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $982K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $200K | Hold |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $212K | Hold |
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|
2017
Q3 | $205K | Buy |
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