Callan Family Office’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
2023 Q4	–	Sell	-5,743	Closed	-$661K	–	100
2023 Q3	$661K	Hold	5,743	–	–	0.18%	51
2023 Q2	$704K	Buy	5,743 +406	+8%	+$49.8K	0.19%	52
2023 Q1	$660K	Hold	5,337	–	–	0.16%	80
2022 Q4	$668K	Buy	+5,337	New	+$668K	0.22%	49