Welch & Forbes’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Welch & Forbes’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.07M	Hold
2025 Q2	$2.97M	Hold
2025 Q1	$2.97M	Hold
2024 Q4	$2.89M	Hold
2024 Q3	$3.11M	Sell
2024 Q2	$2.92M	Hold
2024 Q1	$3.03M	Hold
2023 Q4	$2.89M	Sell
2023 Q3	$2.75M	Hold
2023 Q2	$2.93M	Hold
2023 Q1	$2.96M	Sell
2022 Q4	$3.02M	Buy
2022 Q3	$2.67M	Hold
2022 Q2	$2.84M	Hold
2022 Q1	$3.06M	Buy
2021 Q4	$3.07M	Sell
2021 Q3	$2.84M	Sell
2021 Q2	$2.95M	Sell
2021 Q1	$2.88M	Sell
2020 Q4	$2.63M	Buy
2020 Q3	$2.25M	Hold
2020 Q2	$2.22M	Sell
2020 Q1	$1.98M	Sell
2019 Q4	$2.67M	Hold
2019 Q3	$2.54M	Buy
2019 Q2	$2.27M	Buy