OA
Operose Advisors’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 | $135K | Hold |
994
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $135K | Hold |
994
| – | – | 0.04% | 151 |
|
|
2024
Q4 | $131K | Hold |
994
| – | – | 0.04% | 146 |
|
|
2024
Q3 | $141K | Buy |
994
+25
| +3% | +$3.55K | 0.05% | 171 |
|
|
2024
Q2 | $123K | Hold |
969
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $127K | Hold |
969
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $121K | Hold |
969
| – | – | 0.05% | 146 |
|
|
2023
Q3 | $111K | Buy |
969
+369
| +62% | +$42.4K | 0.04% | 195 |
|
|
2023
Q2 | $73.5K | Hold |
600
| – | – | 0.03% | 142 |
|
|
2023
Q1 | $74.2K | Hold |
600
| – | – | 0.04% | 133 |
|
|
2022
Q4 | $75.1K | Hold |
600
| – | – | 0.04% | 132 |
|
|
2022
Q3 | $67K | Hold |
600
| – | – | 0.04% | 130 |
|
|
2022
Q2 | $71K | Hold |
600
| – | – | 0.05% | 119 |
|
|
2022
Q1 | $77K | Buy |
600
+35
| +6% | +$4.49K | 0.05% | 121 |
|
|
2021
Q4 | $73K | Buy |
+565
| New | +$73K | 0.06% | 112 |
|