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Impact Partnership Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-120
Closed -$13.8K – 1058
2023
Q3 		$13.8K Hold
120
– – ﹤0.01% 538
2023
Q2 		$14.7K Buy
+120
New +$14.7K 0.01% 381

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's SDY Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 120 shares — an estimated $13.8K sold.

Impact Partnership Wealth first reported a position in SDY in Q2 2023 and held it in 2 quarters. The position peaked at $14.7K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 120 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $13.8K.
  • Impact Partnership Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's State Street SPDR S&P Dividend ETF position peaked at $14.7K in Q2 2023.
  • 1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.