Walkner Condon 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 | $234K | Hold |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $538K | Hold |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $437K | Hold |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $476K | Hold |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $314K | Buy |
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