BXM Wealth’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
$349K Hold
2,570
0.41% 68
2025
Q1
$349K Buy
2,570
+50
+2% +$6.78K 0.42% 72
2024
Q4
$333K Buy
+2,520
New +$333K 0.47% 64