Wrenne Financial Planning’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
$201K Hold
1,480
0.09% 46
2025
Q1
$201K Buy
+1,480
New +$201K 0.11% 45
2024
Q4
Sell
-1,480
Closed -$210K 44
2024
Q3
$210K Buy
+1,480
New +$210K 0.13% 43