KPWG
KFA Private Wealth Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
1,938
+4
| +0.2% | +$543 | 0.08% | 115 |
|
|
2025
Q1 | $262K | Buy |
1,934
+4
| +0.2% | +$543 | 0.09% | 95 |
|
|
2024
Q4 | $255K | Sell |
1,930
-193
| -9% | -$25.5K | 0.11% | 76 |
|
|
2024
Q3 | $301K | Buy |
2,123
+4
| +0.2% | +$568 | 0.14% | 64 |
|
|
2024
Q2 | $270K | Buy |
2,119
+4
| +0.2% | +$509 | 0.14% | 65 |
|
|
2024
Q1 | $278K | Buy |
+2,115
| New | +$278K | 0.09% | 83 |
|