LNWWM
Laird Norton Wetherby Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
+18,251
| New | +$2.48M | 0.11% | 182 |
|
|
2024
Q4 | $2.48M | Sell |
18,740
-482
| -3% | -$63.7K | 0.12% | 163 |
|
|
2024
Q3 | $2.73M | Sell |
19,222
-247
| -1% | -$35.1K | 0.12% | 165 |
|
|
2024
Q2 | $2.48M | Buy |
19,469
+18
| +0.1% | +$2.29K | 0.12% | 174 |
|
|
2024
Q1 | $2.55M | Buy |
19,451
+12
| +0.1% | +$1.58K | 0.12% | 166 |
|
|
2023
Q4 | $2.43M | Buy |
19,439
+678
| +4% | +$84.7K | 0.13% | 164 |
|
|
2023
Q3 | $2.16M | Sell |
18,761
-133
| -0.7% | -$15.3K | 0.12% | 165 |
|
|
2023
Q2 | $2.32M | Buy |
18,894
+15
| +0.1% | +$1.84K | 0.12% | 162 |
|
|
2023
Q1 | $2.34M | Sell |
18,879
-598
| -3% | -$74K | 0.14% | 146 |
|
|
2022
Q4 | $2.44M | Sell |
19,477
-173
| -0.9% | -$21.6K | 0.16% | 143 |
|
|
2022
Q3 | $2.19M | Buy |
19,650
+3,341
| +20% | +$373K | 0.15% | 132 |
|
|
2022
Q2 | $1.94M | Sell |
16,309
-2,935
| -15% | -$348K | 0.13% | 155 |
|
|
2022
Q1 | $2.47M | Buy |
19,244
+1,419
| +8% | +$182K | 0.14% | 127 |
|
|
2021
Q4 | $2.3M | Buy |
17,825
+264
| +2% | +$34.1K | 0.13% | 144 |
|
|
2021
Q3 | $2.07M | Buy |
17,561
+41
| +0.2% | +$4.82K | 0.13% | 153 |
|
|
2021
Q2 | $2.14M | Buy |
17,520
+338
| +2% | +$41.3K | 0.13% | 146 |
|
|
2021
Q1 | $2.03M | Sell |
17,182
-113
| -0.7% | -$13.3K | 0.15% | 129 |
|
|
2020
Q4 | $1.83M | Buy |
17,295
+205
| +1% | +$21.7K | 0.12% | 158 |
|
|
2020
Q3 | $1.58M | Sell |
17,090
-57
| -0.3% | -$5.27K | 0.14% | 143 |
|
|
2020
Q2 | $1.56M | Buy |
17,147
+1,467
| +9% | +$134K | 0.15% | 131 |
|
|
2020
Q1 | $1.25M | Buy |
15,680
+246
| +2% | +$19.6K | 0.14% | 144 |
|
|
2019
Q4 | $1.66M | Buy |
15,434
+40
| +0.3% | +$4.3K | 0.16% | 143 |
|
|
2019
Q3 | $1.58M | Buy |
15,394
+36
| +0.2% | +$3.69K | 0.16% | 144 |
|
|
2019
Q2 | $1.55M | Buy |
15,358
+1,077
| +8% | +$109K | 0.17% | 141 |
|
|
2019
Q1 | $1.42M | Buy |
14,281
+7,467
| +110% | +$742K | 0.18% | 127 |
|
|
2018
Q4 | $610K | Hold |
6,814
| – | – | 0.09% | 270 |
|
|
2018
Q3 | $667K | Buy |
6,814
+110
| +2% | +$10.8K | 0.08% | 277 |
|
|
2018
Q2 | $622K | Buy |
6,704
+113
| +2% | +$10.5K | 0.08% | 290 |
|
|
2018
Q1 | $601K | Buy |
6,591
+108
| +2% | +$9.85K | 0.08% | 286 |
|
|
2017
Q4 | $612K | Buy |
6,483
+111
| +2% | +$10.5K | 0.08% | 291 |
|
|
2017
Q3 | $582K | Buy |
6,372
+115
| +2% | +$10.5K | 0.09% | 293 |
|
|
2017
Q2 | $556K | Buy |
6,257
+117
| +2% | +$10.4K | 0.09% | 272 |
|
|
2017
Q1 | $542K | Buy |
6,140
+120
| +2% | +$10.6K | 0.1% | 262 |
|
|
2016
Q4 | $515K | Buy |
6,020
+258
| +4% | +$22.1K | 0.1% | 264 |
|
|
2016
Q3 | $486K | Buy |
5,762
+122
| +2% | +$10.3K | 0.1% | 261 |
|
|
2016
Q2 | $473K | Buy |
5,640
+128
| +2% | +$10.7K | 0.1% | 233 |
|
|
2016
Q1 | $441K | Buy |
5,512
+142
| +3% | +$11.4K | 0.1% | 239 |
|
|
2015
Q4 | $395K | Buy |
5,370
+143
| +3% | +$10.5K | 0.09% | 248 |
|
|
2015
Q3 | $377K | Buy |
5,227
+133
| +3% | +$9.59K | 0.1% | 258 |
|
|
2015
Q2 | $388K | Buy |
5,094
+132
| +3% | +$10.1K | 0.09% | 262 |
|
|
2015
Q1 | $389K | Buy |
4,962
+130
| +3% | +$10.2K | 0.09% | 264 |
|
|
2014
Q4 | $381K | Hold |
4,832
| – | – | 0.1% | 252 |
|
|
2014
Q3 | $362K | Hold |
4,832
| – | – | 0.1% | 251 |
|
|
2014
Q2 | $370K | Buy |
4,832
+2,027
| +72% | +$155K | 0.1% | 248 |
|
|
2014
Q1 | $206K | Hold |
2,805
| – | – | 0.06% | 388 |
|
|
2013
Q4 | $204K | Sell |
2,805
-2,860
| -50% | -$208K | 0.06% | 398 |
|
|
2013
Q3 | $391K | Hold |
5,665
| – | – | 0.12% | 211 |
|
|
2013
Q2 | $376K | Buy |
+5,665
| New | +$376K | 0.13% | 183 |
|