OneAscent Financial Services’s 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
Q3 | $638K | Sell |
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|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $569K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $522K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $455K | Buy |
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