Midwest Financial Group’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
2025
Q2
$410K Buy
3,020
+20
+0.7% +$2.72K 0.22% 76
2025
Q1
$407K Buy
3,000
+18
+0.6% +$2.44K 0.24% 72
2024
Q4
$394K Buy
+2,982
New +$394K 0.23% 79