LWM
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Lodestone Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Lodestone Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+1,481
New +$201K 0.1% 168
2024
Q4 		– Sell
-1,440
Closed -$205K – 159
2024
Q3 		$205K Buy
+1,440
New +$205K 0.1% 146