Seneca House Advisors’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
$221K Buy
1,625
+11
+0.7% +$1.49K 0.09% 80
2025
Q1
$219K Buy
1,614
+10
+0.6% +$1.36K 0.09% 81
2024
Q4
$212K Buy
1,604
+37
+2% +$4.89K 0.08% 86
2024
Q3
$223K Buy
+1,567
New +$223K 0.09% 83
2024
Q2
Sell
-1,548
Closed -$203K 82
2024
Q1
$203K Buy
+1,548
New +$203K 0.09% 81