Highview Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Highview Capital 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	-20,021	Closed	-$2.84M	–	126
2024 Q3	$2.84M	Buy	+20,021	New	+$2.71M	1.16%	24
2023 Q2	–	Sell	-12,785	Closed	-$1.58M	–	100
2023 Q1	$1.58M	Buy	12,785 +15	+0.1%	+$1.89K	0.91%	27
2022 Q4	$1.6M	Buy	12,770 +6,812	+114%	+$841K	0.97%	26
2022 Q3	$664K	Buy	5,958 +266	+5%	+$32.8K	0.49%	53
2022 Q2	$676K	Buy	5,692 +1,026	+22%	+$128K	0.52%	52
2022 Q1	$598K	Buy	+4,666	New	+$590K	0.38%	72

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

Highview Capital Management's SDY Position: Q4 2024 in Review

Highview Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 20,021 shares — an estimated $2.84M sold.

Highview Capital Management first reported a position in SDY in Q1 2022 and held it in 6 quarters. The position peaked at $2.84M in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Highview Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Highview Capital Management sold 20,021 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $2.84M.
Highview Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 6 quarters.
Highview Capital Management's State Street SPDR S&P Dividend ETF position peaked at $2.84M 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 Highview Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.