CJL
SDY icon

Cyrus J. Lawrence’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cyrus J. Lawrence’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
2025
Q1 		– Sell
-362
Closed -$47K – 145
2024
Q4 		$47K Hold
362
– – 0.01% 118
2024
Q3 		$51K Hold
362
– – 0.01% 119
2024
Q2 		$46K Hold
362
– – 0.01% 114
2024
Q1 		$47K Buy
+362
New +$45.4K 0.01% 115
2023
Q3 		$41K Hold
362
– – 0.01% 106
2023
Q2 		$44 Hold
362
– – 0.01% 110
2023
Q1 		$45K Hold
362
– – 0.01% 111
2022
Q4 		$45K Hold
362
– – 0.01% 123
2022
Q3 		$40K Hold
362
– – 0.01% 122
2022
Q2 		$43K Hold
362
– – 0.01% 155
2022
Q1 		$46K Buy
+362
New +$45.8K 0.01% 154

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return