Ironwood Wealth Management (West Virginia)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ironwood Wealth Management (West Virginia)’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	-84,017	Closed	-$11.8M	–	23
2024 Q3	$11.8M	Sell	84,017 -209	-0.2%	-$28.3K	5.8%	10
2024 Q2	$10.9M	Buy	84,226 +1,142	+1%	+$147K	5.51%	10
2024 Q1	$10.6M	Buy	83,084 +1,173	+1%	+$147K	5.55%	10
2023 Q4	$10.2M	Buy	81,911 +5,825	+8%	+$684K	5.56%	10
2023 Q3	$8.57M	Buy	76,086 +2,791	+4%	+$341K	5.12%	10
2023 Q2	$8.87M	Buy	73,295 +5,632	+8%	+$688K	5.16%	10
2023 Q1	$8.32M	Buy	67,663 +593	+0.9%	+$74.6K	4.96%	10
2022 Q4	$8.67M	Buy	67,070 +1,044	+2%	+$129K	5.08%	9
2022 Q3	$7.46M	Buy	+66,026	New	+$8.13M	5.36%	9

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

Ironwood Wealth Management (West Virginia)'s SDY Position: Q4 2024 in Review

Ironwood Wealth Management (West Virginia) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 84,017 shares — an estimated $11.8M sold.

Ironwood Wealth Management (West Virginia) first reported a position in SDY in Q3 2022 and held it in 9 quarters. The position peaked at $11.8M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Ironwood Wealth Management (West Virginia) reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 84,017 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $11.8M.
Ironwood Wealth Management (West Virginia) first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 9 quarters.
Ironwood Wealth Management (West Virginia)'s State Street SPDR S&P Dividend ETF position peaked at $11.8M in Q3 2024.
1,193 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q4 2024, filed 24 Jan 2025.