Founders Grove 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
$4.57M Sell
33,638
-262
-0.8% -$35.6K 1.15% 28
2025
Q1
$4.6M Sell
33,900
-1,133
-3% -$154K 1.28% 26
2024
Q4
$4.63M Buy
+35,033
New +$4.63M 1.34% 26