Independence 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
2017 Q2	–	Sell	-9,721	Closed	-$857K	–	81
2017 Q1	$857K	Buy	+9,721	New	+$857K	1.1%	23
2015 Q2	–	Sell	-2,670	Closed	-$209K	–	128
2015 Q1	$209K	Hold	2,670	–	–	0.13%	110
2014 Q4	$210K	Buy	+2,670	New	+$210K	0.13%	121