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Insight Wealth Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Insight Wealth Strategies’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 		– Sell
-2,419
Closed -$344K – 172
2024
Q3 		$344K Hold
2,419
– – 0.05% 138
2024
Q2 		$308K Buy
+2,419
New +$312K 0.04% 142

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Wealth Strategies's SDY Position: Q4 2024 in Review

Insight Wealth Strategies sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 2,419 shares — an estimated $344K sold.

Insight Wealth Strategies first reported a position in SDY in Q2 2024 and held it in 2 quarters. The position peaked at $344K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Insight Wealth Strategies reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,419 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $344K.
  • Insight Wealth Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and held it in 2 quarters.
  • Insight Wealth Strategies's State Street SPDR S&P Dividend ETF position peaked at $344K 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 Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.