Key Client Fiduciary Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Key Client Fiduciary Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$456K	Buy
2025 Q2	$418K	Buy
2025 Q1	$400K	Buy
2024 Q4	$364K	Buy
2024 Q3	$386K	Buy
2024 Q2	$334K	Buy
2024 Q1	$342K	Buy
2023 Q4	$322K	Sell
2023 Q3	$311K	Buy
2023 Q2	$204K	Buy