CPA

Capital Performance Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$473K	Buy	3,488 +16	+0.5%	+$2.17K	0.09%	110
2025 Q1	$471K	Buy	+3,472	New	+$471K	0.1%	108
2024 Q4	–	Sell	-216	Closed	-$30.7K	–	2218
2024 Q3	$30.7K	Buy	+216	New	+$30.7K	0.01%	480