Transcendent Capital Group’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
-1,450
Closed -$192K 347
2024
Q4
$192K Hold
1,450
0.1% 102
2024
Q3
$206K Hold
1,450
0.11% 103
2024
Q2
$184K Hold
1,450
0.11% 93
2024
Q1
$190K Hold
1,450
0.11% 96
2023
Q4
$181K Buy
+1,450
New +$181K 0.12% 80