OBWP
O'Brien Wealth Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
7,058
+37
| +0.5% | +$5.02K | 0.15% | 28 |
|
|
2025
Q1 | $953K | Buy |
7,021
+33
| +0.5% | +$4.48K | 0.18% | 25 |
|
|
2024
Q4 | $923K | Sell |
6,988
-15
| -0.2% | -$1.98K | 0.17% | 24 |
|
|
2024
Q3 | $995K | Buy |
7,003
+31
| +0.4% | +$4.4K | 0.2% | 23 |
|
|
2024
Q2 | $887K | Buy |
6,972
+36
| +0.5% | +$4.58K | 0.2% | 21 |
|
|
2024
Q1 | $910K | Buy |
6,936
+29
| +0.4% | +$3.81K | 0.21% | 21 |
|
|
2023
Q4 | $863K | Sell |
6,907
-1,245
| -15% | -$156K | 0.23% | 19 |
|
|
2023
Q3 | $938K | Sell |
8,152
-146
| -2% | -$16.8K | 0.27% | 17 |
|
|
2023
Q2 | $1.02M | Sell |
8,298
-294
| -3% | -$36K | 0.3% | 16 |
|
|
2023
Q1 | $1.06M | Buy |
8,592
+42
| +0.5% | +$5.2K | 0.34% | 16 |
|
|
2022
Q4 | $1.07M | Sell |
8,550
-464
| -5% | -$58.1K | 0.42% | 12 |
|
|
2022
Q3 | $1.01M | Sell |
9,014
-354
| -4% | -$39.5K | 0.42% | 15 |
|
|
2022
Q2 | $1.11M | Buy |
9,368
+50
| +0.5% | +$5.94K | 0.46% | 12 |
|
|
2022
Q1 | $1.16M | Sell |
9,318
-353
| -4% | -$43.8K | 0.46% | 11 |
|
|
2021
Q4 | $1.22M | Sell |
9,671
-53
| -0.5% | -$6.69K | 0.42% | 11 |
|
|
2021
Q3 | $1.16M | Sell |
9,724
-2,201
| -18% | -$263K | 0.41% | 13 |
|
|
2021
Q2 | $1.47M | Buy |
11,925
+65
| +0.5% | +$8.01K | 0.49% | 14 |
|
|
2021
Q1 | $1.41M | Buy |
11,860
+82
| +0.7% | +$9.77K | 0.47% | 13 |
|
|
2020
Q4 | $1.28M | Sell |
11,778
-649
| -5% | -$70.6K | 0.46% | 11 |
|
|
2020
Q3 | $1.21M | Sell |
12,427
-941
| -7% | -$91.9K | 0.5% | 10 |
|
|
2020
Q2 | $1.18M | Buy |
13,368
+101
| +0.8% | +$8.92K | 0.49% | 10 |
|
|
2020
Q1 | $1.03M | Sell |
13,267
-95
| -0.7% | -$7.39K | 0.58% | 12 |
|
|
2019
Q4 | $1.43M | Sell |
13,362
-148
| -1% | -$15.8K | 1.02% | 12 |
|
|
2019
Q3 | $1.39M | Sell |
13,510
-344
| -2% | -$35.3K | 1.09% | 11 |
|
|
2019
Q2 | $1.42M | Sell |
13,854
-442
| -3% | -$45.2K | 1.04% | 12 |
|
|
2019
Q1 | $1.42M | Buy |
14,296
+188
| +1% | +$18.7K | 1% | 10 |
|
|
2018
Q4 | $1.31M | Sell |
14,108
-4,472
| -24% | -$414K | 0.89% | 12 |
|
|
2018
Q3 | $1.82M | Buy |
18,580
+4,420
| +31% | +$433K | 1.18% | 8 |
|
|
2018
Q2 | $1.31M | Sell |
14,160
-5,234
| -27% | -$485K | 0.98% | 9 |
|
|
2018
Q1 | $1.77M | Sell |
19,394
-631
| -3% | -$57.6K | 1.22% | 9 |
|
|
2017
Q4 | $1.89M | Buy |
20,025
+141
| +0.7% | +$13.3K | 1.19% | 10 |
|
|
2017
Q3 | $1.82M | Sell |
19,884
-799
| -4% | -$73K | 0.94% | 12 |
|
|
2017
Q2 | $1.84M | Sell |
20,683
-6,390
| -24% | -$568K | 0.97% | 12 |
|
|
2017
Q1 | $2.39M | Sell |
27,073
-3,916
| -13% | -$345K | 1.33% | 11 |
|
|
2016
Q4 | $2.65M | Sell |
30,989
-19,770
| -39% | -$1.69M | 1.59% | 13 |
|
|
2016
Q3 | $4.28M | Sell |
50,759
-101,677
| -67% | -$8.58M | 2.8% | 10 |
|
|
2016
Q2 | $12.8M | Sell |
152,436
-6,220
| -4% | -$522K | 8.92% | 3 |
|
|
2016
Q1 | $12.7M | Sell |
158,656
-56,580
| -26% | -$4.52M | 9.85% | 3 |
|
|
2015
Q4 | $15.8M | Buy |
+215,236
| New | +$15.8M | 15.48% | 2 |
|