Boston Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Boston Financial 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
2024 Q4	$371K	Hold	2,809	–	–	0.01%	270
2024 Q3	$399K	Hold	2,809	–	–	0.01%	258
2024 Q2	$357K	Hold	2,809	–	–	0.01%	268
2024 Q1	$369K	Hold	2,809	–	–	0.01%	276
2023 Q4	$351K	Hold	2,809	–	–	0.01%	270
2023 Q3	$323K	Hold	2,809	–	–	0.01%	258
2023 Q2	$344K	Sell	2,809 -1,121	-29%	-$137K	0.01%	263
2023 Q1	$486K	Hold	3,930	–	–	0.02%	230
2022 Q4	$492K	Hold	3,930	–	–	0.02%	224
2022 Q3	$438K	Sell	3,930 -90	-2%	-$11.1K	0.02%	224
2022 Q2	$477K	Buy	4,020 +1,850	+85%	+$231K	0.02%	208
2022 Q1	$278K	Buy	+2,170	New	+$274K	0.01%	250

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 $3.45B AUM 27.72% 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

Boston Financial Management's SDY Position: Q4 2024 in Review

Boston Financial Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2024 at 2,809 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #270.

Boston Financial Management first reported a position in SDY in Q1 2022 and has held it in 12 quarters since. The position peaked at $492K in Q4 2022. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Boston Financial Management held 2,809 shares of State Street SPDR S&P Dividend ETF worth $371K as of Q4 2024.
Boston Financial Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2024.
State Street SPDR S&P Dividend ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #270 holding.
Boston Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 12 quarters since.
Boston Financial Management's State Street SPDR S&P Dividend ETF position peaked at $492K in Q4 2022.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.