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Axiom Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Axiom Advisory’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
Q3 		$7.12M Buy
52,687
+1,095
+2% +$148K 0.07% 51
2024
Q2 		$6.65M Buy
+51,592
New +$6.65M 0.07% 50

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axiom Advisory's SDY Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q3 2024, buying an estimated $148K and bringing the position to 52,687 shares worth $7.12M. The position accounts for 0.07% of the portfolio, ranked #51.

Axiom Advisory first reported a position in SDY in Q2 2024 and has held it in 2 quarters since. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Axiom Advisory held 52,687 shares of State Street SPDR S&P Dividend ETF worth $7.12M as of Q3 2024.
  • Axiom Advisory bought 1,095 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $148K.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Axiom Advisory's portfolio in Q3 2024, its #51 holding.
  • Axiom Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.