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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-72
Closed -$8.91K 347
2023
Q1
$8.91K Buy
+72
New +$9.06K ﹤0.01% 163

Other funds holding SDY

Iron Horse Wealth Management's SDY Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 72 shares — an estimated $8.91K sold.

Iron Horse Wealth Management first reported a position in SDY in Q1 2023 and held it in 1 quarter. The position peaked at $8.91K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 72 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $8.91K.
  • Iron Horse Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $8.91K in Q1 2023.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.