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

Bison Wealth’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 Q4	$360K	Buy	2,728 +6	+0.2%	+$838	0.08%	198
2024 Q3	$387K	Buy	+2,722	New	+$368K	0.06%	278
2022 Q3	–	Sell	-473	Closed	-$56K	–	334
2022 Q2	$56K	Hold	473	–	–	0.03%	224
2022 Q1	$61K	Buy	473 +1	+0.2%	+$126	0.03%	255
2021 Q4	$61K	Sell	472 -2,022	-81%	-$252K	0.04%	241
2021 Q3	$293K	Buy	2,494 +1	+0%	+$122	0.13%	177
2021 Q2	$305K	Buy	2,493 +2,024	+432%	+$250K	0.13%	181
2021 Q1	$55K	Buy	469 +1	+0.2%	+$112	0.02%	317
2020 Q4	$50K	Buy	468 +1	+0.2%	+$101	0.02%	294
2020 Q3	$43K	Buy	467 +1	+0.2%	+$94	0.03%	257
2020 Q2	$43K	Sell	466 -3,759	-89%	-$330K	0.03%	259
2020 Q1	$337K	Buy	4,225 +736	+21%	+$72.6K	0.24%	117
2019 Q4	$375K	Sell	3,489 -339	-9%	-$35.6K	0.18%	144
2019 Q3	$393K	Buy	3,828 +301	+9%	+$30.3K	0.22%	127
2019 Q2	$356K	Buy	3,527 +1,140	+48%	+$114K	0.21%	136
2019 Q1	$237K	Buy	+2,387	New	+$229K	0.15%	176

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bison Wealth's SDY Position: Q4 2024 in Review

Bison Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.22% in Q4 2024, buying an estimated $838 and bringing the position to 2,728 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #198.

Bison Wealth first reported a position in SDY in Q1 2019 and has held it in 16 quarters since. The position peaked at $393K in Q3 2019. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Bison Wealth held 2,728 shares of State Street SPDR S&P Dividend ETF worth $360K as of Q4 2024.
Bison Wealth bought 6 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $838.
State Street SPDR S&P Dividend ETF made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #198 holding.
Bison Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 16 quarters since.
Bison Wealth's State Street SPDR S&P Dividend ETF position peaked at $393K in Q3 2019.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.