Oarsman Capital’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 Q1	–	Sell	-348	Closed	-$46K	–	728
2024 Q4	$46K	Sell	348 -39	-10%	-$5.45K	0.01%	461
2024 Q3	$55K	Buy	+387	New	+$52.3K	0.01%	434
2018 Q1	–	Sell	-2,140	Closed	-$202K	–	184
2017 Q4	$202K	Buy	+2,140	New	+$201K	0.09%	180
2016 Q4	–	Sell	-2,666	Closed	-$225K	–	180
2016 Q3	$225K	Sell	2,666 -155	-5%	-$13.2K	0.11%	166
2016 Q2	$237K	Sell	2,821 -217	-7%	-$17.6K	0.12%	164
2016 Q1	$243K	Hold	3,038	–	–	0.13%	161
2015 Q4	$224K	Sell	3,038 -100	-3%	-$7.62K	0.13%	165
2015 Q3	$226K	Hold	3,138	–	–	0.13%	161
2015 Q2	$239K	Buy	3,138 +265	+9%	+$20.8K	0.16%	155
2015 Q1	$225K	Sell	2,873 -195	-6%	-$15.3K	0.16%	153
2014 Q4	$242K	Sell	3,068 -486	-14%	-$38K	0.17%	140
2014 Q3	$266K	Sell	3,554 -100	-3%	-$7.59K	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%	-$4.53K	0.21%	127
2013 Q3	$256K	Sell	3,717 -153	-4%	-$10.6K	0.22%	122
2013 Q2	$257K	Buy	+3,870	New	+$261K	0.24%	116