Corundum Trust Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Corundum Trust Company’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 Q3	$403K	Hold	3,500	–	–	1.2%	19
2023 Q2	$429K	Buy	+3,500	New	+$428K	1.17%	19

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Corundum Trust Company's SDY Position: Q3 2023 in Review

Corundum Trust Company held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2023 at 3,500 shares worth $403K. The position accounts for 1.2% of the portfolio, ranked #19.

Corundum Trust Company first reported a position in SDY in Q2 2023 and has held it in 2 quarters since. The position peaked at $429K in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Corundum Trust Company held 3,500 shares of State Street SPDR S&P Dividend ETF worth $403K as of Q3 2023.
Corundum Trust Company left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2023.
State Street SPDR S&P Dividend ETF made up 1.2% of Corundum Trust Company's portfolio in Q3 2023, its #19 holding.
Corundum Trust Company first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and has held it in 2 quarters since.
Corundum Trust Company's State Street SPDR S&P Dividend ETF position peaked at $429K 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 Corundum Trust Company's 13F filing for Q3 2023, filed 23 Oct 2023.