WoodTrust Financial’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	–	Sell	-1,894	Closed	-$257K	–	157
2025 Q1	$257K	Hold	1,894	–	–	0.04%	144
2024 Q4	$250K	Hold	1,894	–	–	0.04%	154
2024 Q3	$269K	Hold	1,894	–	–	0.04%	155
2024 Q2	$241K	Buy	+1,894	New	+$241K	0.04%	153
2024 Q1	–	Sell	-1,894	Closed	-$237K	–	181
2023 Q4	$237K	Hold	1,894	–	–	0.04%	151
2023 Q3	$218K	Sell	1,894 -721	-28%	-$83K	0.04%	143
2023 Q2	$321K	Hold	2,615	–	–	0.06%	119
2023 Q1	$324K	Sell	2,615 -818	-24%	-$101K	0.06%	119
2022 Q4	$430K	Sell	3,433 -154	-4%	-$19.3K	0.09%	107
2022 Q3	$400K	Buy	3,587 +78	+2%	+$8.7K	0.09%	107
2022 Q2	$416K	Sell	3,509 -121	-3%	-$14.3K	0.09%	107
2022 Q1	$465K	Hold	3,630	–	–	0.09%	103
2021 Q4	$469K	Sell	3,630 -48	-1%	-$6.2K	0.1%	100
2021 Q3	$432K	Hold	3,678	–	–	0.1%	96
2021 Q2	$450K	Hold	3,678	–	–	0.12%	62
2021 Q1	$434K	Buy	3,678 +42	+1%	+$4.96K	0.13%	55
2020 Q4	$385K	Buy	3,636 +137	+4%	+$14.5K	0.12%	59
2020 Q3	$323K	Hold	3,499	–	–	0.12%	69
2020 Q2	$319K	Sell	3,499 -5,534	-61%	-$505K	0.13%	61
2020 Q1	$721K	Buy	9,033 +5,207	+136%	+$416K	0.34%	47
2019 Q4	$412K	Hold	3,826	–	–	0.16%	56
2019 Q3	$393K	Hold	3,826	–	–	0.17%	54
2019 Q2	$386K	Buy	3,826 +180	+5%	+$18.2K	0.17%	54
2019 Q1	$362K	Hold	3,646	–	–	0.17%	57
2018 Q4	$326K	Hold	3,646	–	–	0.18%	60
2018 Q3	$357K	Sell	3,646 -20	-0.5%	-$1.96K	0.17%	62
2018 Q2	$340K	Hold	3,666	–	–	0.18%	62
2018 Q1	$334K	Buy	3,666 +488	+15%	+$44.5K	0.18%	60
2017 Q4	$300K	Buy	+3,178	New	+$300K	0.16%	61