ZWJ Investment Counsel’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 | $595K | Hold |
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|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $594K | Hold |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $576K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $522K | Hold |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $475K | Hold |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $555K | Hold |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $454K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.34M | Sell |
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|
2017
Q3 | $3.23M | Sell |
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|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $3M | Buy |
|