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

Centurion 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 Q1	–	Sell	-1,704	Closed	-$213K	–	195
2023 Q4	$213K	Buy	+1,704	New	+$200K	0.09%	154
2023 Q3	–	Sell	-1,704	Closed	-$209K	–	166
2023 Q2	$209K	Hold	1,704	–	–	0.1%	143
2023 Q1	$211K	Hold	1,704	–	–	0.11%	139
2022 Q4	$213K	Buy	+1,704	New	+$210K	0.12%	140

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

Centurion Wealth Management's SDY Position: Q1 2024 in Review

Centurion Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,704 shares — an estimated $213K sold.

Centurion Wealth Management first reported a position in SDY in Q4 2022 and held it in 4 quarters. The position peaked at $213K in Q4 2022. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Centurion Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Centurion Wealth Management sold 1,704 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $213K.
Centurion Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 4 quarters.
Centurion Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $213K in Q4 2022.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Centurion Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.