Modern Wealth Management’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
Q1
Sell
-2,139
Closed -$283K 696
2024
Q4
$283K Buy
+2,139
New +$283K 0.01% 469