Cascade Investment Group’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
$277K Sell
2025
Q1
$284K Sell
2024
Q4
$283K Hold
2024
Q3
$304K Sell
2024
Q2
$295K Sell
2024
Q1
$324K Sell
2023
Q4
$321K Sell
2023
Q3
$308K Buy
2023
Q2
$321K Sell
2023
Q1
$327K Hold
2022
Q4
$331K Buy