WAM
WFA Asset Management’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 | $40.9K | Buy |
321
+2
| +0.6% | +$255 | 0.02% | 105 |
|
2025
Q1 | $41.9K | Sell |
319
-7
| -2% | -$919 | 0.02% | 110 |
|
2024
Q4 | $43K | Buy |
326
+3
| +0.9% | +$396 | 0.02% | 123 |
|
2024
Q3 | $45.9K | Buy |
323
+2
| +0.6% | +$284 | 0.02% | 106 |
|
2024
Q2 | $40.9K | Buy |
321
+2
| +0.6% | +$255 | 0.02% | 106 |
|
2024
Q1 | $41.9K | Buy |
319
+161
| +102% | +$21.1K | 0.02% | 111 |
|
2023
Q4 | $19.8K | Buy |
158
+1
| +0.6% | +$125 | 0.01% | 144 |
|
2023
Q3 | $18.1K | Hold |
157
| – | – | 0.01% | 149 |
|
2023
Q2 | $19.2K | Buy |
+157
| New | +$19.2K | 0.01% | 152 |
|