Wetzel Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2025
Q1
$807K Sell
2024
Q4
$846K Sell
2024
Q3
$950K Sell
2024
Q2
$933K Buy
2024
Q1
$893K Sell
2023
Q4
$894K Buy