WIA
Wetzel Investment 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 | $317K | Sell |
2,333
-3,615
| -61% | -$491K | 0.14% | 93 |
|
|
2025
Q1 | $807K | Sell |
5,948
-460
| -7% | -$62.4K | 0.41% | 44 |
|
|
2024
Q4 | $846K | Sell |
6,408
-280
| -4% | -$37K | 0.42% | 44 |
|
|
2024
Q3 | $950K | Sell |
6,688
-423
| -6% | -$60.1K | 0.48% | 40 |
|
|
2024
Q2 | $933K | Buy |
7,111
+5
| +0.1% | +$656 | 0.53% | 37 |
|
|
2024
Q1 | $893K | Sell |
7,106
-45
| -0.6% | -$5.65K | 0.53% | 36 |
|
|
2023
Q4 | $894K | Buy |
+7,151
| New | +$894K | 0.55% | 36 |
|