Silver Oak Securities’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 | $140K | Buy |
1,028
+7
| +0.7% | +$950 | 0.01% | 665 |
|
|
2025
Q1 | $137K | Buy |
1,021
+6
| +0.6% | +$806 | 0.01% | 612 |
|
|
2024
Q4 | $134K | Sell |
1,015
-76
| -7% | -$10K | 0.01% | 607 |
|
|
2024
Q3 | $143K | Sell |
1,091
-16,985
| -94% | -$2.23M | 0.02% | 514 |
|
|
2024
Q2 | $2.3M | Buy |
18,076
+16,997
| +1,575% | +$2.16M | 0.34% | 71 |
|
|
2024
Q1 | $142K | Sell |
1,079
-234
| -18% | -$30.7K | 0.02% | 409 |
|
|
2023
Q4 | $164K | Sell |
1,313
-115
| -8% | -$14.4K | 0.02% | 475 |
|
|
2023
Q3 | $164K | Buy |
+1,428
| New | +$164K | 0.04% | 314 |
|
|
2022
Q4 | – | Sell |
-1,428
| Closed | -$164K | – | 457 |
|
|
2022
Q3 | $164K | Buy |
+1,428
| New | +$164K | 0.04% | 314 |
|