Worth Asset Management’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
Q3 | $260K | Sell |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $245K | Buy |
|