YHB Investment 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 | $522K | Sell |
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|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $845K | Buy |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $650K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $707K | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $433K | Sell |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $240K | Buy |
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