Richards, Merrill & Peterson’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
Sell
-765
Closed -$104K 420
2025
Q1
$104K Buy
765
+267
+54% +$36.2K 0.05% 187
2024
Q4
$65.8K Buy
+498
New +$65.8K 0.03% 218