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Genesis Private Wealth’s SPDR S&P Dividend ETF SDY Stock Holding History

Genesis Private Wealth’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$521K Sell
3,835
-457
-11% -$62K 0.25% 54
2025
Q1 		$582K Sell
4,292
-165
-4% -$22.4K 0.31% 42
2024
Q4 		$589K Buy
+4,457
New +$589K 0.32% 42