SWM
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Strategic Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-99,883
Closed -$7.49M 58
2014
Q3
$7.49M Buy
99,883
+44,753
+81% +$3.35M 7.8% 5
2014
Q2
$4.22M Buy
+55,130
New +$4.22M 4.33% 8