WA
Wealthstream 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 | $314K | Hold |
2,310
| – | – | 0.05% | 119 |
|
|
2025
Q1 | $313K | Hold |
2,310
| – | – | 0.06% | 109 |
|
|
2024
Q4 | $305K | Hold |
2,310
| – | – | 0.06% | 112 |
|
|
2024
Q3 | $328K | Hold |
2,310
| – | – | 0.06% | 99 |
|
|
2024
Q2 | $294K | Hold |
2,310
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $303K | Hold |
2,310
| – | – | 0.12% | 97 |
|
|
2023
Q4 | $289K | Hold |
2,310
| – | – | 0.12% | 107 |
|
|
2023
Q3 | $266K | Hold |
2,310
| – | – | 0.14% | 84 |
|
|
2023
Q2 | $283K | Hold |
2,310
| – | – | 0.15% | 74 |
|
|
2023
Q1 | $286K | Hold |
2,310
| – | – | 0.17% | 60 |
|
|
2022
Q4 | $289K | Buy |
+2,310
| New | +$289K | 0.19% | 55 |
|