BOK Financial Private Wealth’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 | $961K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.26M | Sell |
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|
2021
Q2 | $3.55M | Sell |
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|
2021
Q1 | $3.87M | Sell |
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|
2020
Q4 | $3.9M | Sell |
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|
2020
Q3 | $5.82M | Sell |
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|
2020
Q2 | $8.4M | Sell |
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|
2020
Q1 | $12.8M | Sell |
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|
2019
Q4 | $27.2M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $236K | Buy |
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