Halpern Financial’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Halpern Financial’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 Q3	$11.5K	Hold	81	–	–	﹤0.01%	158
2024 Q2	$10.3K	Buy	+81	New	+$10.4K	﹤0.01%	154
2023 Q3	–	Sell	-3,028	Closed	-$371K	–	251
2023 Q2	$371K	Hold	3,028	–	–	0.13%	35
2023 Q1	$375K	Sell	3,028 -8,275	-73%	-$1.04M	0.13%	31
2022 Q4	$1.41M	Hold	11,303	–	–	0.52%	22
2022 Q3	$1.26M	Hold	11,303	–	–	0.5%	22
2022 Q2	$1.34M	Hold	11,303	–	–	0.52%	21
2022 Q1	$1.45M	Buy	+11,303	New	+$1.43M	0.53%	21

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Halpern Financial's SDY Position: Q3 2024 in Review

Halpern Financial held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2024 at 81 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Halpern Financial first reported a position in SDY in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2022. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

Halpern Financial held 81 shares of State Street SPDR S&P Dividend ETF worth $11.5K as of Q3 2024.
Halpern Financial left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2024.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #158 holding.
Halpern Financial first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 8 quarters since.
Halpern Financial's State Street SPDR S&P Dividend ETF position peaked at $1.45M in Q1 2022.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.