Destiny Capital Securities’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Destiny Capital Securities’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	$1.33M	Buy	+11,573	New	+$1.41M	1.08%	20

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destiny Capital Securities's SDY Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2023: 11,573 shares worth $1.33M. The stake represents 1.08% of the portfolio and ranks #20 among its holdings.

1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Destiny Capital Securities held 11,573 shares of State Street SPDR S&P Dividend ETF worth $1.33M as of Q3 2023.
State Street SPDR S&P Dividend ETF was a new Destiny Capital Securities position in Q3 2023.
State Street SPDR S&P Dividend ETF made up 1.08% of Destiny Capital Securities's portfolio in Q3 2023, its #20 holding.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.