RFA
Rollins Financial Advisors’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 | $206K | Buy |
1,517
+5
| +0.3% | +$678 | 0.03% | 137 |
|
|
2025
Q1 | $205K | Buy |
+1,512
| New | +$205K | 0.04% | 123 |
|
|
2024
Q4 | – | Sell |
-1,502
| Closed | -$213K | – | 141 |
|
|
2024
Q3 | $213K | Sell |
1,502
-86
| -5% | -$12.2K | 0.04% | 125 |
|
|
2024
Q2 | $202K | Buy |
+1,588
| New | +$202K | 0.03% | 122 |
|