Consultiva Wealth Management’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
$146K Hold
1,078
0.45% 39
2025
Q1
$146K Hold
1,078
0.5% 33
2024
Q4
$142K Buy
+1,078
New +$142K 0.71% 23