Goldstein Advisors’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	$246K	Hold	1,815	–	–	0.03%	159
2025 Q1	$246K	Buy	1,815 +50	+3%	+$6.78K	0.04%	159
2024 Q4	$233K	Buy	1,765 +5	+0.3%	+$661	0.03%	161
2024 Q3	$250K	Hold	1,760	–	–	0.04%	152
2024 Q2	$224K	Buy	+1,760	New	+$224K	0.04%	144