Cove Private Wealth’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
$1.06M Buy
7,818
+680
+10% +$92.3K 0.37% 67
2025
Q1
$968K Hold
7,138
0.51% 54
2024
Q4
$943K Buy
+7,138
New +$943K 0.57% 45