Baldwin Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Baldwin Investment 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
2023 Q2	–	Sell	-2,450	Closed	-$303K	–	205
2023 Q1	$303K	Hold	2,450	–	–	0.05%	173
2022 Q4	$307K	Hold	2,450	–	–	0.06%	169
2022 Q3	$273	Hold	2,450	–	–	0.06%	178
2022 Q2	$291	Sell	2,450 -25	-1%	-$3.12K	0.06%	187
2022 Q1	$317	Sell	2,475 -176	-7%	-$22.2K	0.05%	195
2021 Q4	$342	Sell	2,651 -49	-2%	-$6.1K	0.05%	194
2021 Q3	$317K	Hold	2,700	–	–	0.06%	196
2021 Q2	$330K	Hold	2,700	–	–	0.06%	197
2021 Q1	$319K	Buy	2,700 +175	+7%	+$19.6K	0.06%	201
2020 Q4	$267K	Buy	+2,525	New	+$255K	0.05%	202

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Baldwin Investment Management's SDY Position: Q2 2023 in Review

Baldwin Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 2,450 shares — an estimated $303K sold.

Baldwin Investment Management first reported a position in SDY in Q4 2020 and held it in 10 quarters. The position peaked at $330K in Q2 2021. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Baldwin Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Baldwin Investment Management sold 2,450 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $303K.
Baldwin Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 10 quarters.
Baldwin Investment Management's State Street SPDR S&P Dividend ETF position peaked at $330K in Q2 2021.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Baldwin Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.