Israel Discount Bank of New York’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Israel Discount Bank of New York’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	–	Sell	-1,875	Closed	-$246K	–	74
2024 Q1	$246K	Hold	1,875	–	–	0.31%	70
2023 Q4	$234K	Hold	1,875	–	–	0.18%	85
2023 Q3	$216K	Hold	1,875	–	–	0.18%	84
2023 Q2	$230K	Hold	1,875	–	–	0.18%	83
2023 Q1	$232K	Hold	1,875	–	–	0.17%	84
2022 Q4	$235K	Hold	1,875	–	–	0.2%	80
2022 Q3	$209K	Hold	1,875	–	–	0.17%	82
2022 Q2	$223K	Hold	1,875	–	–	0.17%	85
2022 Q1	$240K	Hold	1,875	–	–	0.16%	84
2021 Q4	$242K	Hold	1,875	–	–	0.15%	85
2021 Q3	$220K	Buy	+1,875	New	+$230K	0.15%	83
2021 Q1	$221K	Buy	+1,875	New	+$210K	0.17%	80
2020 Q1	–	Sell	-1,875	Closed	-$202K	–	91
2019 Q4	$202K	Buy	+1,875	New	+$197K	0.13%	86
2019 Q2	–	Sell	-1,875	Closed	-$186K	–	306
2019 Q1	$186K	Hold	1,875	–	–	0.13%	85
2018 Q4	$168K	Hold	1,875	–	–	0.13%	87
2018 Q3	$184K	Hold	1,875	–	–	0.12%	88
2018 Q2	$174K	Hold	1,875	–	–	0.11%	90
2018 Q1	$171K	Hold	1,875	–	–	0.11%	90
2017 Q4	$177K	Hold	1,875	–	–	0.12%	89
2017 Q3	$171K	Hold	1,875	–	–	0.13%	85
2017 Q2	$167K	Hold	1,875	–	–	0.13%	88
2017 Q1	$165K	Hold	1,875	–	–	0.14%	88
2016 Q4	$160K	Buy	+1,875	New	+$158K	0.14%	100

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Israel Discount Bank of New York's SDY Position: Q2 2024 in Review

Israel Discount Bank of New York sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 1,875 shares — an estimated $246K sold.

Israel Discount Bank of New York first reported a position in SDY in Q4 2016 and held it in 23 quarters. The position peaked at $246K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Israel Discount Bank of New York reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
Israel Discount Bank of New York sold 1,875 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $246K.
Israel Discount Bank of New York first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 23 quarters.
Israel Discount Bank of New York's State Street SPDR S&P Dividend ETF position peaked at $246K in Q1 2024.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Israel Discount Bank of New York's 13F filing for Q2 2024, filed 13 Aug 2024.