Values Added Financial’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
$441K Sell
3,252
-60
-2% -$8.14K 0.21% 78
2025
Q1
$449K Hold
3,312
0.25% 71
2024
Q4
$438K Buy
+3,312
New +$438K 0.25% 71