Gen-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
$374K Hold
2,757
0.14% 158
2025
Q1
$374K Hold
2,757
0.16% 152
2024
Q4
$364K Hold
2,757
0.16% 146
2024
Q3
$383K Hold
2,757
0.17% 150
2024
Q2
$351K Hold
2,757
0.17% 147
2024
Q1
$362K Buy
+2,757
New +$362K 0.18% 131