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Bedel Financial Consulting’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bedel Financial Consulting’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 		– Sell
-1,715
Closed -$214K – 255
2023
Q4 		$214K Buy
+1,715
New +$201K 0.04% 228
2023
Q3 		– Sell
-1,709
Closed -$209K – 242
2023
Q2 		$209K Buy
1,709
+3
+0.2% +$366 0.04% 227
2023
Q1 		$211K Buy
1,706
+3
+0.2% +$377 0.05% 215
2022
Q4 		$213K Buy
1,703
+2
+0.1% +$247 0.05% 208
2022
Q3 		$209K Buy
1,701
+3
+0.2% +$370 0.06% 199
2022
Q2 		$202K Buy
1,698
+3
+0.2% +$374 0.06% 190
2022
Q1 		$217K Buy
1,695
+83
+5% +$10.5K 0.07% 176
2021
Q4 		$208K Buy
1,612
+3
+0.2% +$373 0.06% 184
2021
Q3 		$189K Buy
1,609
+2
+0.1% +$245 0.06% 186
2021
Q2 		$197K Sell
1,607
-310
-16% -$38.3K 0.07% 183
2021
Q1 		$226K Sell
1,917
-306
-14% -$34.3K 0.09% 165
2020
Q4 		$235K Buy
2,223
+9
+0.4% +$911 0.1% 136
2020
Q3 		$205K Buy
2,214
+7
+0.3% +$660 0.1% 138
2020
Q2 		$201K Buy
2,207
+7
+0.3% +$615 0.11% 130
2020
Q1 		$176K Buy
2,200
+8
+0.4% +$789 0.12% 133
2019
Q4 		$236K Buy
2,192
+6
+0.3% +$630 0.13% 123
2019
Q3 		$224K Buy
2,186
+6
+0.3% +$605 0.13% 127
2019
Q2 		$220K Buy
2,180
+6
+0.3% +$600 0.13% 122
2019
Q1 		$216K Buy
2,174
+4
+0.2% +$384 0.14% 120
2018
Q4 		$194K Buy
2,170
+7
+0.3% +$660 0.14% 123
2018
Q3 		$205K Buy
2,163
+5
+0.2% +$485 0.14% 130
2018
Q2 		$200K Buy
2,158
+6
+0.3% +$552 0.15% 135
2018
Q1 		$196K Buy
2,152
+5
+0.2% +$467 0.15% 134
2017
Q4 		$203K Buy
+2,147
New +$201K 0.18% 126

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
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bedel Financial Consulting's SDY Position: Q1 2024 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,715 shares — an estimated $214K sold.

Bedel Financial Consulting first reported a position in SDY in Q4 2017 and held it in 24 quarters. The position peaked at $236K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

  • Bedel Financial Consulting reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,715 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $214K.
  • Bedel Financial Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 24 quarters.
  • Bedel Financial Consulting's State Street SPDR S&P Dividend ETF position peaked at $236K 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 Bedel Financial Consulting's 13F filing for Q1 2024, filed 7 May 2024.