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Berry Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Berry Wealth Group’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
Q2 		– Sell
-6,903
Closed -$906K – 88
2024
Q1 		$906K Sell
6,903
-62
-0.9% -$7.78K 0.75% 28
2023
Q4 		$870K Buy
+6,965
New +$818K 0.8% 26

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
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

Berry Wealth Group's SDY Position: Q2 2024 in Review

Berry Wealth Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 6,903 shares — an estimated $906K sold.

Berry Wealth Group first reported a position in SDY in Q4 2023 and held it in 2 quarters. The position peaked at $906K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

  • Berry Wealth Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Berry Wealth Group sold 6,903 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $906K.
  • Berry Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Berry Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $906K in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Berry Wealth Group's 13F filing for Q2 2024, filed 31 Jul 2024.