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Charles D. Hyman’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Charles D. Hyman’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
Q2 		$369K Hold
2,900
– – 0.02% 186
2024
Q1 		$381K Sell
2,900
-488
-14% -$61.2K 0.02% 186
2023
Q4 		$423K Sell
3,388
-101
-3% -$11.9K 0.03% 175
2023
Q3 		$401K Buy
3,489
+100
+3% +$12.2K 0.03% 173
2023
Q2 		$415K Sell
3,389
-91
-3% -$11.1K 0.03% 178
2023
Q1 		$431K Hold
3,480
– – 0.03% 174
2022
Q4 		$435K Buy
3,480
+239
+7% +$29.5K 0.03% 169
2022
Q3 		$361K Buy
3,241
+12
+0.4% +$1.48K 0.03% 172
2022
Q2 		$383K Buy
3,229
+174
+6% +$21.7K 0.03% 171
2022
Q1 		$391K Buy
3,055
+12
+0.4% +$1.52K 0.02% 184
2021
Q4 		$393K Buy
3,043
+15
+0.5% +$1.87K 0.02% 189
2021
Q3 		$356K Buy
3,028
+14
+0.5% +$1.72K 0.02% 184
2021
Q2 		$368K Buy
3,014
+13
+0.4% +$1.61K 0.03% 180
2021
Q1 		$354K Buy
3,001
+13
+0.4% +$1.46K 0.03% 180
2020
Q4 		$316K Buy
2,988
+19
+0.6% +$1.92K 0.03% 188
2020
Q3 		$274K Buy
2,969
+14
+0.5% +$1.32K 0.02% 188
2020
Q2 		$269K Buy
2,955
+15
+0.5% +$1.32K 0.03% 184
2020
Q1 		$235K Buy
2,940
+15
+0.5% +$1.48K 0.03% 161
2019
Q4 		$315K Buy
2,925
+14
+0.5% +$1.47K 0.03% 166
2019
Q3 		$299K Buy
2,911
+13
+0.4% +$1.31K 0.03% 152
2019
Q2 		$292K Buy
2,898
+11
+0.4% +$1.1K 0.03% 156
2019
Q1 		$287K Buy
2,887
+10
+0.3% +$961 0.03% 158
2018
Q4 		$258K Buy
2,877
+14
+0.5% +$1.32K 0.03% 146
2018
Q3 		$280K Buy
2,863
+11
+0.4% +$1.07K 0.03% 147
2018
Q2 		$264K Buy
2,852
+12
+0.4% +$1.1K 0.03% 150
2018
Q1 		$259K Buy
2,840
+11
+0.4% +$1.03K 0.03% 146
2017
Q4 		$267K Buy
2,829
+54
+2% +$5.06K 0.03% 143
2017
Q3 		$253K Buy
2,775
+10
+0.4% +$896 0.03% 131
2017
Q2 		$246K Buy
+2,765
New +$245K 0.03% 126

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles D. Hyman's SDY Position: Q2 2024 in Review

Charles D. Hyman held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2024 at 2,900 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #186.

Charles D. Hyman first reported a position in SDY in Q2 2017 and has held it in 29 quarters since. The position peaked at $435K in Q4 2022. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

  • Charles D. Hyman held 2,900 shares of State Street SPDR S&P Dividend ETF worth $369K as of Q2 2024.
  • Charles D. Hyman left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2024.
  • State Street SPDR S&P Dividend ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #186 holding.
  • Charles D. Hyman first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 29 quarters since.
  • Charles D. Hyman's State Street SPDR S&P Dividend ETF position peaked at $435K in Q4 2022.
  • 1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.