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Balboa Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Balboa Wealth Partners’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 		– Sell
-1,709
Closed -$217K – 369
2024
Q2 		$217K Sell
1,709
-6
-0.3% -$773 0.06% 244
2024
Q1 		$225K Buy
+1,715
New +$215K 0.07% 207

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

Balboa Wealth Partners's SDY Position: Q3 2024 in Review

Balboa Wealth Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2024, closing a stake of 1,709 shares — an estimated $217K sold.

Balboa Wealth Partners first reported a position in SDY in Q1 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Balboa Wealth Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,709 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $217K.
  • Balboa Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $225K in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.