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

Cassady Schiller Wealth Management’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 Q4	$63K	Hold	477	–	–	0.02%	189
2024 Q3	$67.8K	Hold	477	–	–	0.02%	181
2024 Q2	$60.7K	Hold	477	–	–	0.02%	183
2024 Q1	$62.6K	Hold	477	–	–	0.03%	193
2023 Q4	$59.6K	Hold	477	–	–	0.03%	187
2023 Q3	$54.9K	Hold	477	–	–	0.03%	186
2023 Q2	$58.5K	Hold	477	–	–	0.03%	179
2023 Q1	$59K	Hold	477	–	–	0.03%	184
2022 Q4	$59.7K	Buy	+477	New	+$58.9K	0.04%	179
2022 Q1	–	Sell	-477	Closed	-$62K	–	510
2021 Q4	$62K	Buy	+477	New	+$59.4K	0.04%	181

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's SDY Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2024 at 477 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #189.

Cassady Schiller Wealth Management first reported a position in SDY in Q4 2021 and has held it in 10 quarters since. The position peaked at $67.8K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Cassady Schiller Wealth Management held 477 shares of State Street SPDR S&P Dividend ETF worth $63K as of Q4 2024.
Cassady Schiller Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2024.
State Street SPDR S&P Dividend ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #189 holding.
Cassady Schiller Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $67.8K in Q3 2024.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.