WFA of San Diego’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 | $441K | Buy |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $393K | Buy |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $701K | Hold |
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|
2022
Q4 | $709K | Hold |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $829K | Buy |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $357K | Sell |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $286K | Hold |
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|
2020
Q2 | $283K | Buy |
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