Laird Norton Wetherby Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.42M	Sell	17,275 -976	-5%	-$136K	0.1%	197
2025 Q2	$2.48M	Buy	+18,251	New	+$2.42M	0.11%	182
2024 Q4	$2.48M	Sell	18,740 -482	-3%	-$67.3K	0.12%	163
2024 Q3	$2.73M	Sell	19,222 -247	-1%	-$33.4K	0.12%	165
2024 Q2	$2.48M	Buy	19,469 +18	+0.1%	+$2.32K	0.12%	174
2024 Q1	$2.55M	Buy	19,451 +12	+0.1%	+$1.5K	0.12%	166
2023 Q4	$2.43M	Buy	19,439 +678	+4%	+$79.6K	0.13%	164
2023 Q3	$2.16M	Sell	18,761 -133	-0.7%	-$16.2K	0.12%	165
2023 Q2	$2.32M	Buy	18,894 +15	+0.1%	+$1.83K	0.12%	162
2023 Q1	$2.34M	Sell	18,879 -598	-3%	-$75.2K	0.14%	146
2022 Q4	$2.44M	Sell	19,477 -173	-0.9%	-$21.4K	0.16%	143
2022 Q3	$2.19M	Buy	19,650 +3,341	+20%	+$412K	0.15%	132
2022 Q2	$1.94M	Sell	16,309 -2,935	-15%	-$366K	0.13%	155
2022 Q1	$2.46M	Buy	19,244 +1,419	+8%	+$179K	0.14%	127
2021 Q4	$2.3M	Buy	17,825 +264	+2%	+$32.9K	0.13%	145
2021 Q3	$2.06M	Buy	17,561 +41	+0.2%	+$5.02K	0.13%	154
2021 Q2	$2.14M	Buy	17,520 +338	+2%	+$41.8K	0.13%	146
2021 Q1	$2.03M	Sell	17,182 -113	-0.7%	-$12.7K	0.15%	129
2020 Q4	$1.83M	Buy	17,295 +205	+1%	+$20.7K	0.13%	159
2020 Q3	$1.58M	Sell	17,090 -57	-0.3%	-$5.38K	0.14%	144
2020 Q2	$1.56M	Buy	17,147 +1,467	+9%	+$129K	0.15%	131
2020 Q1	$1.25M	Buy	15,680 +246	+2%	+$24.3K	0.14%	145
2019 Q4	$1.66M	Buy	15,434 +40	+0.3%	+$4.2K	0.16%	143
2019 Q3	$1.58M	Buy	15,394 +36	+0.2%	+$3.63K	0.17%	144
2019 Q2	$1.55M	Buy	15,358 +1,077	+8%	+$108K	0.17%	141
2019 Q1	$1.42M	Buy	14,281 +7,467	+110%	+$718K	0.18%	127
2018 Q4	$610K	Hold	6,814	–	–	0.09%	270
2018 Q3	$667K	Buy	6,814 +110	+2%	+$10.7K	0.08%	277
2018 Q2	$622K	Buy	6,704 +113	+2%	+$10.4K	0.08%	290
2018 Q1	$601K	Buy	6,591 +108	+2%	+$10.1K	0.08%	286
2017 Q4	$612K	Buy	6,483 +111	+2%	+$10.4K	0.08%	291
2017 Q3	$582K	Buy	6,372 +115	+2%	+$10.3K	0.09%	293
2017 Q2	$556K	Buy	6,257 +117	+2%	+$10.4K	0.09%	272
2017 Q1	$542K	Buy	6,140 +120	+2%	+$10.5K	0.1%	262
2016 Q4	$515K	Buy	6,020 +258	+4%	+$21.7K	0.1%	264
2016 Q3	$486K	Buy	5,762 +122	+2%	+$10.4K	0.1%	261
2016 Q2	$473K	Buy	5,640 +128	+2%	+$10.4K	0.1%	233
2016 Q1	$441K	Buy	5,512 +142	+3%	+$10.5K	0.1%	239
2015 Q4	$395K	Buy	5,370 +143	+3%	+$10.9K	0.09%	248
2015 Q3	$377K	Buy	5,227 +133	+3%	+$10K	0.1%	258
2015 Q2	$388K	Buy	5,094 +132	+3%	+$10.3K	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%	+$152K	0.1%	248
2014 Q1	$206K	Hold	2,805	–	–	0.06%	388
2013 Q4	$204K	Sell	2,805 -2,860	-50%	-$206K	0.06%	398
2013 Q3	$391K	Hold	5,665	–	–	0.12%	211
2013 Q2	$376K	Buy	+5,665	New	+$382K	0.13%	183