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

Curi 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	-3,178	Closed	-$397K	–	126
2023 Q4	$397K	Sell	3,178 -36	-1%	-$4.23K	0.05%	100
2023 Q3	$370K	Sell	3,214 -75	-2%	-$9.15K	0.06%	99
2023 Q2	$403K	Hold	3,289	–	–	0.05%	105
2023 Q1	$407K	Hold	3,289	–	–	0.06%	103
2022 Q4	$411K	Hold	3,289	–	–	0.06%	122
2022 Q3	$367K	Buy	+3,289	New	+$405K	0.06%	120

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

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

Curi Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 3,178 shares — an estimated $397K sold.

Curi Wealth Management first reported a position in SDY in Q3 2022 and held it in 6 quarters. The position peaked at $411K in Q4 2022. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Curi Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 3,178 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $397K.
Curi Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 6 quarters.
Curi Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $411K 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 Curi Wealth Management's 13F filing for Q1 2024.