Oarsman Capital’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
Q1 | – | Sell |
-348
| Closed | -$46K | – | 726 |
|
|
2024
Q4 | $46K | Sell |
348
-39
| -10% | -$5.16K | 0.01% | 459 |
|
|
2024
Q3 | $55K | Buy |
+387
| New | +$55K | 0.01% | 431 |
|
|
2018
Q1 | – | Sell |
-2,140
| Closed | -$202K | – | 184 |
|
|
2017
Q4 | $202K | Buy |
+2,140
| New | +$202K | 0.09% | 180 |
|
|
2016
Q4 | – | Sell |
-2,666
| Closed | -$225K | – | 180 |
|
|
2016
Q3 | $225K | Sell |
2,666
-155
| -5% | -$13.1K | 0.11% | 166 |
|
|
2016
Q2 | $237K | Sell |
2,821
-217
| -7% | -$18.2K | 0.12% | 164 |
|
|
2016
Q1 | $243K | Hold |
3,038
| – | – | 0.13% | 161 |
|
|
2015
Q4 | $224K | Sell |
3,038
-100
| -3% | -$7.37K | 0.13% | 165 |
|
|
2015
Q3 | $226K | Hold |
3,138
| – | – | 0.13% | 161 |
|
|
2015
Q2 | $239K | Buy |
3,138
+265
| +9% | +$20.2K | 0.16% | 155 |
|
|
2015
Q1 | $225K | Sell |
2,873
-195
| -6% | -$15.3K | 0.16% | 153 |
|
|
2014
Q4 | $242K | Sell |
3,068
-486
| -14% | -$38.3K | 0.17% | 140 |
|
|
2014
Q3 | $266K | Sell |
3,554
-100
| -3% | -$7.49K | 0.2% | 133 |
|
|
2014
Q2 | $280K | Hold |
3,654
| – | – | 0.2% | 131 |
|
|
2014
Q1 | $269K | Hold |
3,654
| – | – | 0.21% | 131 |
|
|
2013
Q4 | $265K | Sell |
3,654
-63
| -2% | -$4.57K | 0.21% | 127 |
|
|
2013
Q3 | $256K | Sell |
3,717
-153
| -4% | -$10.5K | 0.22% | 122 |
|
|
2013
Q2 | $257K | Buy |
+3,870
| New | +$257K | 0.24% | 116 |
|