Oldfather Financial Services’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 | $271K | Buy |
1,994
+156
| +8% | +$21.2K | 0.09% | 67 |
|
|
2025
Q1 | $249K | Hold |
1,838
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $243K | Hold |
1,838
| – | – | 0.09% | 72 |
|
|
2024
Q3 | $261K | Hold |
1,838
| – | – | 0.1% | 66 |
|
|
2024
Q2 | $234K | Hold |
1,838
| – | – | 0.1% | 65 |
|
|
2024
Q1 | $241K | Buy |
+1,838
| New | +$241K | 0.1% | 64 |
|