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

Executive 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
Q4 		– Sell
-3,083
Closed -$438K – 273
2024
Q3 		$438K Sell
3,083
-539
-15% -$72.9K 0.03% 183
2024
Q2 		$461K Sell
3,622
-90
-2% -$11.6K 0.08% 83
2024
Q1 		$485K Buy
+3,712
New +$466K 0.04% 153
2019
Q3 		– Sell
-719
Closed -$73K – 666
2019
Q2 		$73K Buy
719
+2
+0.3% +$200 0.01% 244
2019
Q1 		$71K Hold
717
– – 0.01% 227
2018
Q4 		$64K Buy
+717
New +$67.6K 0.01% 247

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B 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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's SDY Position: Q4 2024 in Review

Executive Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 3,083 shares — an estimated $438K sold.

Executive Wealth Management first reported a position in SDY in Q4 2018 and held it in 6 quarters. The position peaked at $485K in Q1 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Executive Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 3,083 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $438K.
  • Executive Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 6 quarters.
  • Executive Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $485K in Q1 2024.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.