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

ICA Group 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
2024 Q2	$316K	Sell	2,484 -5,572	-69%	-$718K	0.19%	74
2024 Q1	$1.06M	Sell	8,056 -35	-0.4%	-$4.39K	0.21%	94
2023 Q4	$1.01M	Sell	8,091 -464	-5%	-$54.5K	0.23%	87
2023 Q3	$984K	Sell	8,555 -298	-3%	-$36.4K	0.28%	74
2023 Q2	$1.09M	Sell	8,853 -167	-2%	-$20.4K	0.27%	75
2023 Q1	$1.12M	Sell	9,020 -13	-0.1%	-$1.64K	0.27%	89
2022 Q4	$1.13M	Sell	9,033 -2,095	-19%	-$259K	0.27%	93
2022 Q3	$1.24M	Buy	11,128 +498	+5%	+$61.3K	0.26%	95
2022 Q2	$1.39M	Buy	10,630 +3	+0%	+$374	0.26%	91
2022 Q1	$1.35M	Buy	+10,627	New	+$1.34M	0.26%	94

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's SDY Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 69% in Q2 2024, selling an estimated $718K and leaving 2,484 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #74.

ICA Group Wealth Management first reported a position in SDY in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2022. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

ICA Group Wealth Management held 2,484 shares of State Street SPDR S&P Dividend ETF worth $316K as of Q2 2024.
ICA Group Wealth Management sold 5,572 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $718K.
State Street SPDR S&P Dividend ETF made up 0.19% of ICA Group Wealth Management's portfolio in Q2 2024, its #74 holding.
ICA Group Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.39M in Q2 2022.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.