Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $637K | Buy |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $352K | Sell |
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|
2020
Q2 | $418K | Sell |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $245K | Buy |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $209K | Hold |
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|
2018
Q3 | $229K | Sell |
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|
2018
Q2 | $356K | Sell |
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|
2018
Q1 | $380K | Hold |
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|
2017
Q4 | $394K | Buy |
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|
2017
Q3 | $244K | Buy |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $218K | Buy |
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|
2016
Q4 | $203K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $608K | Sell |
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|
2015
Q1 | $634K | Buy |
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