Belvedere Trading
SDY icon

Belvedere Trading’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Belvedere Trading’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
Q3 		– Sell
-1,725
Closed -$211K – 920
2023
Q2 		$211K Buy
+1,725
New +$211K ﹤0.01% 300

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belvedere Trading's SDY Position: Q3 2023 in Review

Belvedere Trading sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 1,725 shares — an estimated $211K sold.

Belvedere Trading first reported a position in SDY in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

  • Belvedere Trading reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Belvedere Trading sold 1,725 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $211K.
  • Belvedere Trading first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Belvedere Trading's State Street SPDR S&P Dividend ETF position peaked at $211K in Q2 2023.
  • 1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Belvedere Trading's 13F filing for Q3 2023, filed 27 Oct 2023.