JAA
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Joel Adams & Associates’s SPDR S&P Dividend ETF SDY Stock Holding History

Joel Adams & Associates’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$229K Sell
1,689
-402
-19% -$54.6K 0.2% 56
2025
Q1 		$284K Buy
2,091
+480
+30% +$65.1K 0.26% 49
2024
Q4 		$213K Buy
+1,611
New +$213K 0.19% 54