CPA
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Compass Planning Associates’s SPDR S&P Dividend ETF SDY Stock Holding History

Compass Planning Associates’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.23K Hold
31
– – ﹤0.01% 115
2025
Q1 		$4.2K Hold
31
– – ﹤0.01% 117
2024
Q4 		$4.07K Buy
+31
New +$4.07K ﹤0.01% 124