Obermeyer Wealth Partners’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
Q2 | $346K | Hold |
2,550
| – | – | 0.02% | 200 |
|
|
2025
Q1 | $346K | Buy |
+2,550
| New | +$346K | 0.02% | 186 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$213K | – | 268 |
|
|
2024
Q3 | $213K | Buy |
+1,500
| New | +$213K | 0.01% | 244 |
|
|
2013
Q3 | – | Sell |
-1,700
| Closed | -$113K | – | 240 |
|
|
2013
Q2 | $113K | Buy |
+1,700
| New | +$113K | 0.03% | 77 |
|