Burney Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Burney Company’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 Q1	–	Sell	-1,934	Closed	-$242K	–	619
2023 Q4	$242K	Sell	1,934 -1	-0.1%	-$117	0.01%	532
2023 Q3	$223K	Hold	1,935	–	–	0.01%	525
2023 Q2	$237K	Sell	1,935 -59	-3%	-$7.21K	0.01%	524
2023 Q1	$247K	Buy	1,994 +2	+0.1%	+$252	0.01%	512
2022 Q4	$249K	Hold	1,992	–	–	0.01%	501
2022 Q3	$222K	Hold	1,992	–	–	0.01%	516
2022 Q2	$236K	Hold	1,992	–	–	0.01%	501
2022 Q1	$255K	Hold	1,992	–	–	0.01%	521
2021 Q4	$257K	Hold	1,992	–	–	0.01%	524
2021 Q3	$234K	Sell	1,992 -229	-10%	-$28K	0.01%	531
2021 Q2	$272K	Hold	2,221	–	–	0.01%	516
2021 Q1	$262K	Buy	2,221 +229	+11%	+$25.7K	0.01%	502
2020 Q4	$211K	Buy	+1,992	New	+$202K	0.01%	501

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Burney Company's SDY Position: Q1 2024 in Review

Burney Company sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,934 shares — an estimated $242K sold.

Burney Company first reported a position in SDY in Q4 2020 and held it in 13 quarters. The position peaked at $272K in Q2 2021. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Burney Company reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Burney Company sold 1,934 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $242K.
Burney Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 13 quarters.
Burney Company's State Street SPDR S&P Dividend ETF position peaked at $272K in Q2 2021.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Burney Company's 13F filing for Q1 2024, filed 22 May 2024.