Caliber Wealth Management (Kansas)’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
$463K Buy
3,411
+1,364
+67% +$185K 0.05% 187
2025
Q1
$278K Buy
+2,047
New +$278K 0.04% 206