Callan Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Callan Family Office’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	-5,743	Closed	-$661K	–	100
2023 Q3	$661K	Hold	5,743	–	–	0.18%	51
2023 Q2	$704K	Buy	5,743 +406	+8%	+$49.6K	0.19%	52
2023 Q1	$660K	Hold	5,337	–	–	0.16%	80
2022 Q4	$668K	Buy	+5,337	New	+$659K	0.22%	49

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

Callan Family Office's SDY Position: Q4 2023 in Review

Callan Family Office sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 5,743 shares — an estimated $661K sold.

Callan Family Office first reported a position in SDY in Q4 2022 and held it in 4 quarters. The position peaked at $704K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Callan Family Office reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Callan Family Office sold 5,743 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $661K.
Callan Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 4 quarters.
Callan Family Office's State Street SPDR S&P Dividend ETF position peaked at $704K 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 Callan Family Office's 13F filing for Q4 2023, filed 14 Feb 2024.