Truepoint Inc’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	$499K	Hold	3,677	–	–	0.01%	99
2025 Q1	$499K	Hold	3,677	–	–	0.01%	95
2024 Q4	$486K	Hold	3,677	–	–	0.01%	90
2024 Q3	$522K	Sell	3,677 -264	-7%	-$37.5K	0.01%	87
2024 Q2	$501K	Hold	3,941	–	–	0.01%	82
2024 Q1	$517K	Hold	3,941	–	–	0.01%	85
2023 Q4	$493K	Hold	3,941	–	–	0.01%	125
2023 Q3	$453K	Sell	3,941 -866	-18%	-$99.6K	0.01%	124
2023 Q2	$589K	Hold	4,807	–	–	0.02%	92
2023 Q1	$595K	Hold	4,807	–	–	0.02%	85
2022 Q4	$601K	Buy	4,807 +2,942	+158%	+$368K	0.02%	86
2022 Q3	$208K	Buy	1,865 +112	+6%	+$12.5K	0.01%	144
2022 Q2	$208K	Sell	1,753 -50	-3%	-$5.93K	0.01%	153
2022 Q1	$231K	Sell	1,803 -32	-2%	-$4.1K	0.01%	129
2021 Q4	$237K	Hold	1,835	–	–	0.01%	125
2021 Q3	$216K	Sell	1,835 -360	-16%	-$42.4K	0.01%	123
2021 Q2	$268K	Sell	2,195 -440	-17%	-$53.7K	0.01%	108
2021 Q1	$311K	Sell	2,635 -26	-1%	-$3.07K	0.02%	94
2020 Q4	$282K	Buy	+2,661	New	+$282K	0.02%	98
2020 Q1	–	Sell	-2,747	Closed	-$295K	–	99
2019 Q4	$295K	Hold	2,747	–	–	0.02%	95
2019 Q3	$282K	Hold	2,747	–	–	0.02%	91
2019 Q2	$277K	Sell	2,747 -694	-20%	-$70K	0.02%	102
2019 Q1	$342K	Hold	3,441	–	–	0.03%	82
2018 Q4	$308K	Hold	3,441	–	–	0.03%	83
2018 Q3	$337K	Hold	3,441	–	–	0.03%	78
2018 Q2	$319K	Buy	3,441 +3,127	+996%	+$290K	0.03%	76
2018 Q1	$3.44K	Sell	314 -3,127	-91%	-$34.3K	0.03%	70
2017 Q4	$325K	Buy	3,441 +73	+2%	+$6.9K	0.03%	71
2017 Q3	$308K	Sell	3,368 -82	-2%	-$7.5K	0.03%	76
2017 Q2	$310K	Buy	+3,450	New	+$310K	0.03%	78