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

Atlas Private 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 Q1	$223K	Hold	1,701	–	–	0.09%	114
2023 Q4	$213K	Sell	1,701 -252	-13%	-$29.6K	0.1%	114
2023 Q3	$225K	Sell	1,953 -115	-6%	-$14K	0.12%	109
2023 Q2	$253K	Buy	2,068 +115	+6%	+$14K	0.13%	107
2023 Q1	$242K	Buy	1,953 +252	+15%	+$31.7K	0.15%	107
2022 Q4	$213K	Buy	+1,701	New	+$210K	0.1%	109
2022 Q3	–	Sell	-1,701	Closed	-$202K	–	110
2022 Q2	$202K	Hold	1,701	–	–	0.14%	113
2022 Q1	$218K	Hold	1,701	–	–	0.13%	120
2021 Q4	$220K	Buy	+1,701	New	+$212K	0.12%	125
2021 Q3	–	Sell	-1,701	Closed	-$208K	–	120
2021 Q2	$208K	Sell	1,701 -65	-4%	-$8.03K	0.13%	116
2021 Q1	$208K	Sell	1,766 -65	-4%	-$7.29K	0.13%	115
2020 Q4	$194K	Sell	1,831 -221	-11%	-$22.4K	0.14%	116
2020 Q3	$190K	Sell	2,052 -22	-1%	-$2.08K	0.15%	111
2020 Q2	$189K	Sell	2,074 -671	-24%	-$59K	0.15%	110
2020 Q1	$219K	Sell	2,745 -5	-0.2%	-$493	0.2%	100
2019 Q4	$296K	Buy	+2,750	New	+$289K	0.23%	102

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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 $424B AUM 22.94% 1-Year Est. Return

Atlas Private Wealth Management's SDY Position: Q1 2024 in Review

Atlas Private Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2024 at 1,701 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #114.

Atlas Private Wealth Management first reported a position in SDY in Q4 2019 and has held it in 16 quarters since. The position peaked at $296K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Atlas Private Wealth Management held 1,701 shares of State Street SPDR S&P Dividend ETF worth $223K as of Q1 2024.
Atlas Private Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2024.
State Street SPDR S&P Dividend ETF made up 0.09% of Atlas Private Wealth Management's portfolio in Q1 2024, its #114 holding.
Atlas Private Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 16 quarters since.
Atlas Private Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $296K in Q4 2019.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.