Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Householder Group Estate & Retirement Specialist’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	$110K	Sell	835 -3,093	-79%	-$432K	0.08%	144
2024 Q3	$558K	Sell	3,928 -229	-6%	-$31K	0.16%	125
2024 Q2	$528K	Buy	4,157 +8	+0.2%	+$1.03K	0.15%	134
2024 Q1	$545K	Sell	4,149 -1	-0%	-$125	0.16%	130
2023 Q4	$518K	Sell	4,150 -138	-3%	-$16.2K	0.17%	116
2023 Q3	$493K	Buy	+4,288	New	+$523K	0.18%	108
2023 Q1	$334K	Buy	+2,704	New	+$340K	0.13%	155
2022 Q4	–	Sell	-2,195	Closed	-$244K	–	978
2022 Q3	$244K	Sell	2,195 -72	-3%	-$8.87K	0.1%	170
2022 Q2	$269K	Buy	+2,267	New	+$283K	0.12%	164

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's SDY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 79% in Q4 2024, selling an estimated $432K and leaving 835 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #144.

Householder Group Estate & Retirement Specialist first reported a position in SDY in Q2 2022 and has held it in 9 quarters since. The position peaked at $558K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 835 shares of State Street SPDR S&P Dividend ETF worth $110K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,093 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $432K.
State Street SPDR S&P Dividend ETF made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #144 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Dividend ETF position peaked at $558K 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.