Lakewood Asset Management’s State Street 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
Q3
$442K Hold
2025
Q2
$428K Hold
2025
Q1
$428K Hold
2024
Q4
$417K Hold
2024
Q3
$448K Hold
2024
Q2
$401K Hold
2024
Q1
$414K Sell
2023
Q4
$412K Hold
2023
Q3
$379K Hold
2023
Q2
$404K Hold
2023
Q1
$408K Hold
2022
Q4
$412K Buy