BerganKDV Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BerganKDV Wealth 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	$136K	Hold	1,113	–	–	0.01%	265
2023 Q1	$138K	Hold	1,113	–	–	0.01%	277
2022 Q4	$139K	Hold	1,113	–	–	0.02%	273
2022 Q3	$124K	Hold	1,113	–	–	0.01%	266
2022 Q2	$132K	Hold	1,113	–	–	0.02%	278
2022 Q1	$143K	Hold	1,113	–	–	0.02%	273
2021 Q4	$144K	Hold	1,113	–	–	0.02%	292
2021 Q3	$131K	Hold	1,113	–	–	0.01%	290
2021 Q2	$136K	Hold	1,113	–	–	0.02%	281
2021 Q1	$131K	Hold	1,113	–	–	0.02%	273
2020 Q4	$118K	Hold	1,113	–	–	0.02%	263
2020 Q3	$103K	Hold	1,113	–	–	0.02%	261
2020 Q2	$101K	Hold	1,113	–	–	0.02%	276
2020 Q1	$89K	Hold	1,113	–	–	0.02%	266
2019 Q4	$120K	Hold	1,113	–	–	0.02%	258
2019 Q3	$114K	Hold	1,113	–	–	0.02%	246
2019 Q2	$112K	Hold	1,113	–	–	0.02%	252
2019 Q1	$111K	Hold	1,113	–	–	0.02%	266
2018 Q4	$100K	Hold	1,113	–	–	0.02%	236
2018 Q3	$109K	Sell	1,113 -22	-2%	-$2.13K	0.02%	248
2018 Q2	$105K	Buy	+1,135	New	+$105K	0.02%	248

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BerganKDV Wealth Management's SDY Position: Q2 2023 in Review

BerganKDV Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2023 at 1,113 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #265.

BerganKDV Wealth Management first reported a position in SDY in Q2 2018 and has held it in 21 quarters since. The position peaked at $144K in Q4 2021. 1,094 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

BerganKDV Wealth Management held 1,113 shares of State Street SPDR S&P Dividend ETF worth $136K as of Q2 2023.
BerganKDV Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2023.
State Street SPDR S&P Dividend ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #265 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $144K in Q4 2021.
1,094 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.