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Serenus Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Serenus Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$450K Buy
3,313
+4
+0.1% +$543 0.08% 40
2025
Q1 		$449K Buy
3,309
+3
+0.1% +$407 0.07% 38
2024
Q4 		$437K Buy
+3,306
New +$437K 0.08% 36