Bridge Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bridge Advisory’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 Q3	$2.05M	Buy	14,407 +69	+0.5%	+$9.33K	0.97%	31
2024 Q2	$1.82M	Buy	14,338 +27	+0.2%	+$3.48K	0.9%	36
2024 Q1	$1.88M	Buy	14,311 +78	+0.5%	+$9.79K	0.93%	35
2023 Q4	$1.78M	Sell	14,233 -1,824	-11%	-$214K	0.89%	35
2023 Q3	$1.85M	Buy	+16,057	New	+$1.96M	0.65%	42

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridge Advisory's SDY Position: Q3 2024 in Review

Bridge Advisory increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.48% in Q3 2024, buying an estimated $9.33K and bringing the position to 14,407 shares worth $2.05M. The position accounts for 0.97% of the portfolio, ranked #31.

Bridge Advisory first reported a position in SDY in Q3 2023 and has held it in 5 quarters since. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

Bridge Advisory held 14,407 shares of State Street SPDR S&P Dividend ETF worth $2.05M as of Q3 2024.
Bridge Advisory bought 69 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $9.33K.
State Street SPDR S&P Dividend ETF made up 0.97% of Bridge Advisory's portfolio in Q3 2024, its #31 holding.
Bridge Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and has held it in 5 quarters since.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.