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 |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $331K | Buy |
|