WestHill Financial Advisors’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 | $247K | Hold |
1,822
| – | – | 0.05% | 64 |
|
|
2025
Q1 | $247K | Hold |
1,822
| – | – | 0.06% | 60 |
|
|
2024
Q4 | $241K | Hold |
1,822
| – | – | 0.05% | 65 |
|
|
2024
Q3 | $259K | Hold |
1,822
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $232K | Hold |
1,822
| – | – | 0.06% | 63 |
|
|
2024
Q1 | $239K | Hold |
1,822
| – | – | 0.06% | 67 |
|
|
2023
Q4 | $228K | Hold |
1,822
| – | – | 0.06% | 62 |
|
|
2023
Q3 | $210K | Hold |
1,822
| – | – | 0.06% | 65 |
|
|
2023
Q2 | $223K | Hold |
1,822
| – | – | 0.06% | 59 |
|
|
2023
Q1 | $225K | Hold |
1,822
| – | – | 0.07% | 56 |
|
|
2022
Q4 | $228K | Hold |
1,822
| – | – | 0.07% | 53 |
|
|
2022
Q3 | $203K | Hold |
1,822
| – | – | 0.07% | 57 |
|
|
2022
Q2 | $216K | Hold |
1,822
| – | – | 0.07% | 60 |
|
|
2022
Q1 | $233K | Hold |
1,822
| – | – | 0.07% | 62 |
|
|
2021
Q4 | $235K | Hold |
1,822
| – | – | 0.07% | 67 |
|
|
2021
Q3 | $214K | Buy |
+1,822
| New | +$214K | 0.07% | 57 |
|
|
2021
Q1 | – | Sell |
-1,452
| Closed | -$154K | – | 88 |
|
|
2020
Q4 | $154K | Buy |
+1,452
| New | +$154K | 0.06% | 53 |
|