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

Independent Solutions 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
Q1 		– Sell
-2,130
Closed -$266K – 177
2023
Q4 		$266K Sell
2,130
-2,303
-52% -$270K 0.07% 147
2023
Q3 		$510K Buy
+4,433
New +$541K 0.13% 128

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Solutions Wealth Management's SDY Position: Q1 2024 in Review

Independent Solutions Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 2,130 shares — an estimated $266K sold.

Independent Solutions Wealth Management first reported a position in SDY in Q3 2023 and held it in 2 quarters. The position peaked at $510K in Q3 2023. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

  • Independent Solutions Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,130 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $266K.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and held it in 2 quarters.
  • Independent Solutions Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $510K in Q3 2023.
  • 1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2024, filed 19 Dec 2024.