Heritage Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Heritage Wealth Advisors’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	-3,085	Closed	-$438K	–	640
2024 Q3	$438K	Buy	+3,085	New	+$417K	0.02%	151
2023 Q2	–	Sell	-36	Closed	-$4.48K	–	584
2023 Q1	$4.48K	Buy	+36	New	+$4.53K	﹤0.01%	479
2020 Q1	–	Sell	-1,501	Closed	-$161K	–	564
2019 Q4	$161K	Hold	1,501	–	–	0.02%	186
2019 Q3	$154K	Hold	1,501	–	–	0.02%	176
2019 Q2	$151K	Hold	1,501	–	–	0.02%	162
2019 Q1	$149K	Buy	+1,501	New	+$144K	0.02%	149

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Advisors's SDY Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 3,085 shares — an estimated $438K sold.

Heritage Wealth Advisors first reported a position in SDY in Q1 2019 and held it in 6 quarters. The position peaked at $438K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Heritage Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 3,085 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $438K.
Heritage Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 6 quarters.
Heritage Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $438K in Q3 2024.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.