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

Focused 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	-50	Closed	-$6.25K	–	827
2023 Q4	$6.25K	Hold	50	–	–	﹤0.01%	626
2023 Q3	$5.75K	Hold	50	–	–	﹤0.01%	625
2023 Q2	$6.13K	Buy	50 +25	+100%	+$3.05K	﹤0.01%	638
2023 Q1	$3.09K	Hold	25	–	–	﹤0.01%	754
2022 Q4	$3.13K	Buy	25 +5	+25%	+$618	﹤0.01%	736
2022 Q3	$2K	Buy	+20	New	+$2.46K	﹤0.01%	779
2018 Q1	–	Sell	-147	Closed	-$14K	–	741
2017 Q4	$14K	Hold	147	–	–	﹤0.01%	425
2017 Q3	$13K	Hold	147	–	–	﹤0.01%	402
2017 Q2	$13K	Hold	147	–	–	﹤0.01%	439
2017 Q1	$13K	Hold	147	–	–	0.01%	436
2016 Q4	$13K	Hold	147	–	–	0.01%	445
2016 Q3	$12K	Hold	147	–	–	0.01%	426
2016 Q2	$12K	Hold	147	–	–	0.01%	420
2016 Q1	$12K	Hold	147	–	–	0.01%	375
2015 Q4	$11K	Hold	147	–	–	0.01%	397
2015 Q3	$11K	Hold	147	–	–	0.01%	387
2015 Q2	$11K	Hold	147	–	–	0.01%	398
2015 Q1	$11K	Hold	147	–	–	0.01%	418
2014 Q4	$12K	Hold	147	–	–	0.01%	393
2014 Q3	$11K	Hold	147	–	–	0.01%	421
2014 Q2	$11K	Hold	147	–	–	0.01%	410
2014 Q1	$11K	Sell	147 -112	-43%	-$8.06K	0.01%	382
2013 Q4	$19K	Hold	259	–	–	0.02%	304
2013 Q3	$18K	Buy	+259	New	+$17.9K	0.02%	294

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 22.9% 1-Year Est. Return

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

Focused Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 50 shares — an estimated $6.25K sold.

Focused Wealth Management first reported a position in SDY in Q3 2013 and held it in 24 quarters. The position peaked at $19K in Q4 2013. 1,113 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Focused Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 50 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $6.25K.
Focused Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2013 and held it in 24 quarters.
Focused Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $19K in Q4 2013.
1,113 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.