Spruce Investment 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
2013
Q4
Sell
-11,613
Closed -$801K 20
2013
Q3
$801K Sell
11,613
-694
-6% -$47.9K 0.58% 14
2013
Q2
$816K Buy
+12,307
New +$816K 1% 11