Trademark Financial 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 Q1	–	Sell	-3,919	Closed	-$518K	–	97
2024 Q4	$518K	Sell	3,919 -2,074	-35%	-$274K	0.41%	50
2024 Q3	$851K	Buy	+5,993	New	+$851K	0.68%	32