Sagespring Wealth Partners’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 Q2	$4.18M	Sell	30,821 -1,826	-6%	-$248K	0.09%	112
2025 Q1	$4.43M	Sell	32,647 -6,105	-16%	-$828K	0.11%	99
2024 Q4	$5.12M	Buy	+38,752	New	+$5.12M	0.14%	75