Align Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Align Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$110K	Buy	+988	New	+$122K	0.09%	35

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Align Wealth Management's SDY Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2022: 988 shares worth $110K. The stake represents 0.09% of the portfolio and ranks #35 among its holdings.

1,122 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Align Wealth Management held 988 shares of State Street SPDR S&P Dividend ETF worth $110K as of Q4 2022.
State Street SPDR S&P Dividend ETF was a new Align Wealth Management position in Q4 2022.
State Street SPDR S&P Dividend ETF made up 0.09% of Align Wealth Management's portfolio in Q4 2022, its #35 holding.
1,122 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.