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Root Financial Partners’s SPDR S&P Dividend ETF SDY Stock Holding History

Root Financial Partners’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,061
Closed -$272K – 226
2024
Q4 		$272K Buy
+2,061
New +$272K 0.03% 164