Institutional & Family Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Institutional & Family Asset 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	$323K	Hold	2,540	–	–	0.05%	128
2024 Q1	$333K	Sell	2,540 -580	-19%	-$72.8K	0.05%	126
2023 Q4	$390K	Buy	3,120 +15	+0.5%	+$1.76K	0.06%	123
2023 Q3	$357K	Hold	3,105	–	–	0.06%	117
2023 Q2	$381K	Sell	3,105 -283	-8%	-$34.6K	0.06%	118
2023 Q1	$419K	Buy	3,388 +4	+0.1%	+$503	0.07%	120
2022 Q4	$423K	Sell	3,384 -102	-3%	-$12.6K	0.07%	117
2022 Q3	$389K	Buy	3,486 +1,129	+48%	+$139K	0.07%	117
2022 Q2	$280K	Sell	2,357 -10	-0.4%	-$1.25K	0.05%	122
2022 Q1	$303K	Sell	2,367 -319	-12%	-$40.3K	0.05%	130
2021 Q4	$347K	Buy	2,686 +5	+0.2%	+$622	0.05%	131
2021 Q3	$315K	Buy	2,681 +5	+0.2%	+$612	0.05%	147
2021 Q2	$327K	Buy	2,676 +4	+0.1%	+$494	0.05%	140
2021 Q1	$315K	Buy	2,672 +4	+0.1%	+$448	0.06%	147
2020 Q4	$283K	Buy	2,668 +6	+0.2%	+$607	0.06%	150
2020 Q3	$246K	Buy	2,662 +5	+0.2%	+$472	0.06%	146
2020 Q2	$242K	Buy	2,657 +5	+0.2%	+$439	0.05%	157
2020 Q1	$212K	Buy	2,652 +6	+0.2%	+$592	0.05%	142
2019 Q4	$285K	Buy	2,646 +4	+0.2%	+$420	0.06%	142
2019 Q3	$271K	Buy	2,642 +4	+0.2%	+$403	0.06%	139
2019 Q2	$266K	Buy	2,638 +4	+0.2%	+$400	0.06%	149
2019 Q1	$262K	Buy	2,634 +4	+0.2%	+$384	0.06%	160
2018 Q4	$235K	Buy	2,630 +4	+0.2%	+$377	0.05%	150
2018 Q3	$257K	Buy	2,626 +4	+0.2%	+$388	0.05%	168
2018 Q2	$243K	Buy	2,622 +4	+0.2%	+$368	0.05%	166
2018 Q1	$239K	Buy	2,618 +4	+0.2%	+$374	0.05%	159
2017 Q4	$247K	Buy	2,614 +18	+0.7%	+$1.69K	0.05%	151
2017 Q3	$237K	Buy	2,596 +3	+0.1%	+$269	0.05%	161
2017 Q2	$230K	Hold	2,593	–	–	0.06%	117
2017 Q1	$229K	Buy	+2,593	New	+$227K	0.07%	116

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Institutional & Family Asset Management's SDY Position: Q2 2024 in Review

Institutional & Family Asset Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2024 at 2,540 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #128.

Institutional & Family Asset Management first reported a position in SDY in Q1 2017 and has held it in 30 quarters since. The position peaked at $423K in Q4 2022. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Institutional & Family Asset Management held 2,540 shares of State Street SPDR S&P Dividend ETF worth $323K as of Q2 2024.
Institutional & Family Asset Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2024.
State Street SPDR S&P Dividend ETF made up 0.05% of Institutional & Family Asset Management's portfolio in Q2 2024, its #128 holding.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 30 quarters since.
Institutional & Family Asset Management's State Street SPDR S&P Dividend ETF position peaked at $423K in Q4 2022.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.