Creekside Partners’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
3,095
+10
+0.3% +$1.36K 0.2% 109
2025
Q1
$419K Buy
3,085
+9
+0.3% +$1.22K 0.22% 100
2024
Q4
$406K Buy
3,076
+1,012
+49% +$134K 0.21% 107
2024
Q3
$293K Buy
+2,064
New +$293K 0.15% 133