Burton Enright Welch’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Burton Enright Welch’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
2023 Q4	–	Sell	-1,750	Closed	-$201K	–	83
2023 Q3	$201K	Buy	1,750 +4	+0.2%	+$488	0.06%	71
2023 Q2	$214K	Buy	+1,746	New	+$213K	0.07%	66

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Burton Enright Welch's SDY Position: Q4 2023 in Review

Burton Enright Welch sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 1,750 shares — an estimated $201K sold.

Burton Enright Welch first reported a position in SDY in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Burton Enright Welch reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Burton Enright Welch sold 1,750 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $201K.
Burton Enright Welch first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 2 quarters.
Burton Enright Welch's State Street SPDR S&P Dividend ETF position peaked at $214K in Q2 2023.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Burton Enright Welch's 13F filing for Q4 2023, filed 9 Mar 2026.