Woodard & Company Asset Management Group’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $181K | Hold |
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|
2020
Q3 | $158K | Hold |
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|
2020
Q2 | $155K | Hold |
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|
2020
Q1 | $136K | Hold |
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|
2019
Q4 | $183K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $186K | Hold |
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|
2018
Q2 | $176K | Sell |
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|
2018
Q1 | $245K | Sell |
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|
2017
Q4 | $266K | Buy |
|