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

Aspire 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
2024 Q2	–	Sell	-234	Closed	-$30.7K	–	188
2024 Q1	$30.7K	Hold	234	–	–	0.02%	147
2023 Q4	$29.2K	Hold	234	–	–	0.02%	138
2023 Q3	$26.9K	Sell	234 -94	-29%	-$11.5K	0.02%	134
2023 Q2	$40.2K	Sell	328 -539	-62%	-$65.8K	0.03%	127
2023 Q1	$107K	Hold	867	–	–	0.09%	107
2022 Q4	$108K	Hold	867	–	–	0.09%	105
2022 Q3	$97K	Hold	867	–	–	0.09%	99
2022 Q2	$103K	Hold	867	–	–	0.09%	103
2022 Q1	$111K	Hold	867	–	–	0.09%	102
2021 Q4	$112K	Buy	+867	New	+$108K	0.09%	104

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

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

RJA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspire Wealth Management's SDY Position: Q2 2024 in Review

Aspire Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 234 shares — an estimated $30.7K sold.

Aspire Wealth Management first reported a position in SDY in Q4 2021 and held it in 10 quarters. The position peaked at $112K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Aspire Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
Aspire Wealth Management sold 234 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $30.7K.
Aspire Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 10 quarters.
Aspire Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $112K in Q4 2021.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Aspire Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.