Daymark Wealth Partners’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
$1.49M Buy
10,987
+84
+0.8% +$11.4K 0.06% 211
2025
Q1
$1.48M Buy
10,903
+59
+0.5% +$8.01K 0.06% 194
2024
Q4
$1.43M Sell
10,844
-2,126
-16% -$281K 0.06% 196
2024
Q3
$1.84M Sell
12,970
-715
-5% -$102K 0.08% 173
2024
Q2
$1.74M Buy
13,685
+11,590
+553% +$1.47M 0.08% 170
2024
Q1
$275K Buy
+2,095
New +$275K 0.01% 361