Wealth Effects’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
$205K Hold
1,510
0.08% 190
2025
Q1
$205K Buy
+1,510
New +$205K 0.09% 178
2024
Q4
Sell
-1,510
Closed -$214K 226
2024
Q3
$214K Buy
+1,510
New +$214K 0.08% 188