Wood Tarver Financial 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
Q2
$786K Sell
5,793
-85
-1% -$11.5K 0.24% 61
2025
Q1
$798K Sell
5,878
-553
-9% -$75K 0.26% 58
2024
Q4
$849K Buy
+6,431
New +$849K 0.28% 54