WWA
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Wingate Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Wingate Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-158
Closed -$20.9K – 365
2024
Q4 		$20.9K Buy
+158
New +$20.9K 0.02% 282