Clayton Financial Group’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
Sell
-2,174
Closed -$295K 100
2025
Q1
$295K Buy
2,174
+7
+0.3% +$950 0.11% 88
2024
Q4
$286K Sell
2,167
-574
-21% -$75.8K 0.1% 90
2024
Q3
$389K Buy
+2,741
New +$389K 0.15% 81