Equitable Trust’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
$418K Sell
3,078
-850
-22% -$115K 0.02% 337
2025
Q1
$533K Hold
3,928
0.03% 299
2024
Q4
$519K Buy
+3,928
New +$519K 0.03% 313