West Oak Capital’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 | $577 | Hold |
425
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $577 | Hold |
425
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $561K | Hold |
425
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $604 | Hold |
425
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $54.1K | Hold |
425
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $56K | Hold |
425
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $53K | Buy |
+425
| New | +$53K | 0.02% | 177 |
|