C2C Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,524
Closed -$312K 249
2023
Q2
$312K Buy
+2,524
New +$308K 0.04% 200
2022
Q2
Sell
-1,524
Closed -$201K 208
2022
Q1
$201K Sell
1,524
-28
-2% -$3.54K 0.03% 197
2021
Q4
$200K Buy
+1,552
New +$193K 0.03% 213

Other funds holding SDY

C2C Wealth Management's SDY Position: Q3 2023 in Review

C2C Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 2,524 shares — an estimated $312K sold.

C2C Wealth Management first reported a position in SDY in Q4 2021 and held it in 3 quarters. The position peaked at $312K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

  • C2C Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • C2C Wealth Management sold 2,524 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $312K.
  • C2C Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 3 quarters.
  • C2C Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $312K 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 C2C Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.