Brown Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
RJA
Brown Wealth Management's SDY Position: Q3 2023 in Review
Brown Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 1,743 shares — an estimated $214K sold.
Brown Wealth Management first reported a position in SDY in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.
- Brown Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
- Brown Wealth Management sold 1,743 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $214K.
- Brown Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 1 quarter.
- Brown Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $214K in Q2 2023.
- 1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.
Based on Brown Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.