PWM
SDY icon

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

Pines 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 		$2.15M Sell
15,469
-73
-0.5% -$10.1K 0.76% 29
2025
Q1 		$1.89M Sell
15,542
-97
-0.6% -$11.8K 0.87% 25
2024
Q4 		$2.01M Buy
+15,639
New +$2.01M 0.88% 27