Coulter & Justus Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Coulter & Justus Financial Services’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	$821K	Buy	+6,256	New	+$785K	0.18%	51

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

Coulter & Justus Financial Services's SDY Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2024: 6,256 shares worth $821K. The stake represents 0.18% of the portfolio and ranks #51 among its holdings.

1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Coulter & Justus Financial Services held 6,256 shares of State Street SPDR S&P Dividend ETF worth $821K as of Q1 2024.
State Street SPDR S&P Dividend ETF was a new Coulter & Justus Financial Services position in Q1 2024.
State Street SPDR S&P Dividend ETF made up 0.18% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #51 holding.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.