Cary Street Partners’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	$1.47M	Sell	10,867 -3,281	-23%	-$445K	0.04%	357
2025 Q1	$1.92M	Sell	14,148 -245	-2%	-$33.2K	0.06%	293
2024 Q4	$1.9M	Buy	+14,393	New	+$1.9M	0.06%	276