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

Angeles 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
2025 Q1	–	Sell	-282	Closed	-$37.3K	–	383
2024 Q4	$37.3K	Hold	282	–	–	﹤0.01%	346
2024 Q3	$40.1K	Hold	282	–	–	﹤0.01%	303
2024 Q2	$35.9K	Hold	282	–	–	﹤0.01%	266
2024 Q1	$37K	Sell	282 -4,236	-94%	-$531K	﹤0.01%	259
2023 Q4	$565K	Hold	4,518	–	–	0.07%	101
2023 Q3	$520K	Sell	4,518 -120	-3%	-$14.6K	0.07%	89
2023 Q2	$569K	Sell	4,638 -250	-5%	-$30.5K	0.08%	103
2023 Q1	$605K	Hold	4,888	–	–	0.09%	105
2022 Q4	$612K	Hold	4,888	–	–	0.11%	97
2022 Q3	$545K	Buy	4,888 +4,236	+650%	+$522K	0.11%	90
2022 Q2	$77K	Hold	652	–	–	0.02%	180
2022 Q1	$84K	Buy	+652	New	+$82.4K	0.02%	179

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Angeles Wealth Management's SDY Position: Q1 2025 in Review

Angeles Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2025, closing a stake of 282 shares — an estimated $37.3K sold.

Angeles Wealth Management first reported a position in SDY in Q1 2022 and held it in 12 quarters. The position peaked at $612K in Q4 2022. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

Angeles Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2025 after selling out during the quarter.
Angeles Wealth Management sold 282 State Street SPDR S&P Dividend ETF shares in Q1 2025, an estimated $37.3K.
Angeles Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 12 quarters.
Angeles Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $612K in Q4 2022.
1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

Based on Angeles Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.