Atria Wealth Solutions’s State Street 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	$5.2M	Sell	38,189 -35,408	-48%	-$4.7M	0.12%	207
2025 Q1	$9.99M	Sell	73,597 -32,732	-31%	-$4.4M	0.12%	181
2024 Q4	$14M	Buy	106,329 +4,682	+5%	+$654K	0.15%	144
2024 Q3	$14.4M	Sell	101,647 -8,805	-8%	-$1.19M	0.16%	134
2024 Q2	$14M	Sell	110,452 -20,199	-15%	-$2.6M	0.16%	138
2024 Q1	$17.1M	Sell	130,651 -1,210	-0.9%	-$152K	0.19%	110
2023 Q4	$16.5M	Sell	131,861 -341	-0.3%	-$40K	0.21%	106
2023 Q3	$15.2M	Sell	132,202 -817	-0.6%	-$99.7K	0.21%	104
2023 Q2	$16.3M	Buy	133,019 +2,485	+2%	+$304K	0.22%	98
2023 Q1	$16.1M	Buy	130,534 +3,750	+3%	+$472K	0.24%	91
2022 Q4	$15.9M	Buy	126,784 +1,729	+1%	+$214K	0.25%	92
2022 Q3	$13.9M	Buy	125,055 +10,819	+9%	+$1.33M	0.24%	94
2022 Q2	$13.6M	Buy	114,236 +13,895	+14%	+$1.73M	0.27%	88
2022 Q1	$12.9M	Buy	+100,341	New	+$12.7M	0.21%	100