WPA
West Paces 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 | $475K | Hold |
3,502
| – | – | 0.1% | 93 |
|
|
2025
Q1 | $475K | Hold |
3,502
| – | – | 0.11% | 88 |
|
|
2024
Q4 | $463K | Hold |
3,502
| – | – | 0.11% | 87 |
|
|
2024
Q3 | $497K | Hold |
3,502
| – | – | 0.12% | 85 |
|
|
2024
Q2 | $445K | Sell |
3,502
-20
| -0.6% | -$2.54K | 0.12% | 86 |
|
|
2024
Q1 | $462K | Hold |
3,522
| – | – | 0.12% | 81 |
|
|
2023
Q4 | $440K | Hold |
3,522
| – | – | 0.12% | 83 |
|
|
2023
Q3 | $405K | Hold |
3,522
| – | – | 0.13% | 82 |
|
|
2023
Q2 | $432K | Sell |
3,522
-400
| -10% | -$49K | 0.13% | 88 |
|
|
2023
Q1 | $485K | Hold |
3,922
| – | – | 0.15% | 85 |
|
|
2022
Q4 | $491K | Hold |
3,922
| – | – | 0.16% | 81 |
|
|
2022
Q3 | $437K | Hold |
3,922
| – | – | 0.16% | 83 |
|
|
2022
Q2 | $466K | Hold |
3,922
| – | – | 0.16% | 85 |
|
|
2022
Q1 | $502K | Buy |
3,922
+545
| +16% | +$69.8K | 0.16% | 85 |
|
|
2021
Q4 | $436K | Hold |
3,377
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $397K | Buy |
3,377
+2,382
| +239% | +$280K | 0.14% | 88 |
|
|
2021
Q2 | $122K | Hold |
995
| – | – | 0.04% | 129 |
|
|
2021
Q1 | $117K | Buy |
995
+445
| +81% | +$52.5K | 0.05% | 128 |
|
|
2020
Q4 | $58.3K | Hold |
550
| – | – | 0.03% | 172 |
|
|
2020
Q3 | $50.8K | Hold |
550
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $50.2K | Hold |
550
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $43.9K | Buy |
+550
| New | +$43.9K | 0.03% | 177 |
|