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

HFG 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
2023 Q1	$9.43M	Buy	+76,230	New	+$9.59M	1.96%	14

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

HFG Wealth Management's SDY Position: Q1 2023 in Review

HFG Wealth Management opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2023: 76,230 shares worth $9.43M. The stake represents 1.96% of the portfolio and ranks #14 among its holdings.

1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

HFG Wealth Management held 76,230 shares of State Street SPDR S&P Dividend ETF worth $9.43M as of Q1 2023.
State Street SPDR S&P Dividend ETF was a new HFG Wealth Management position in Q1 2023.
State Street SPDR S&P Dividend ETF made up 1.96% of HFG Wealth Management's portfolio in Q1 2023, its #14 holding.
1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.