Congress Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.87M	Sell	28,516 -1,608	-5%	-$213K	0.04%	431
2025 Q1	$4.09M	Sell	30,124 -840	-3%	-$113K	0.05%	357
2024 Q4	$4.09M	Buy	30,964 +1,440	+5%	+$201K	0.06%	308
2024 Q3	$4.19M	Buy	29,524 +20,843	+240%	+$2.82M	0.06%	318
2024 Q2	$1.1M	Sell	8,681 -67	-0.8%	-$8.63K	0.02%	414
2024 Q1	$1.15M	Sell	8,748 -1,715	-16%	-$215K	0.02%	363
2023 Q4	$1.31M	Buy	10,463 +2,516	+32%	+$295K	0.02%	362
2023 Q3	$914K	Buy	7,947 +1,127	+17%	+$138K	0.02%	385
2023 Q2	$836K	Sell	6,820 -350	-5%	-$42.8K	0.02%	357
2023 Q1	$887K	Sell	7,170 -142	-2%	-$17.9K	0.02%	355
2022 Q4	$915K	Buy	7,312 +70	+1%	+$8.65K	0.02%	344
2022 Q3	$808K	Sell	7,242 -97	-1%	-$11.9K	0.02%	350
2022 Q2	$871K	Buy	7,339 +317	+5%	+$39.5K	0.02%	349
2022 Q1	$900K	Sell	7,022 -3,338	-32%	-$422K	0.02%	367
2021 Q4	$1.34M	Buy	+10,360	New	+$1.29M	0.03%	341