Avant Financial Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Hold
2,065
0.23% 55
2025
Q1
$280K Hold
2,065
0.25% 56
2024
Q4
$273K Buy
+2,065
New +$273K 0.25% 56