Zhang Financial’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
$1.92M Sell
14,122
-2,655
-16% -$360K 0.09% 115
2025
Q1
$2.28M Buy
16,777
+15
+0.1% +$2.04K 0.12% 96
2024
Q4
$2.21M Buy
+16,762
New +$2.21M 0.13% 91