IWA
SDY icon

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

Icon 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
2022
Q4 		$507K Hold
4,050
– – 0.06% 194
2022
Q3 		$452K Buy
+4,050
New +$499K 0.05% 193

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
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
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

Icon Wealth Advisors's SDY Position: Q4 2022 in Review

Icon Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2022 at 4,050 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #194.

Icon Wealth Advisors first reported a position in SDY in Q3 2022 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

  • Icon Wealth Advisors held 4,050 shares of State Street SPDR S&P Dividend ETF worth $507K as of Q4 2022.
  • Icon Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2022.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Icon Wealth Advisors's portfolio in Q4 2022, its #194 holding.
  • Icon Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and has held it in 2 quarters since.
  • 1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.