Synergy Investment Management’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	–	Sell	-170	Closed	-$23.1K	–	475
2025 Q1	$23.1K	Sell	170 -300	-64%	-$40.8K	0.01%	297
2024 Q4	$62K	Buy	+470	New	+$62K	0.03%	217