Key Bridge Compliance’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Key Bridge Compliance’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
2023 Q3	$238K	Buy	+2,072	New	+$253K	0.07%	106

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

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

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

JIC

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 22.96% 1-Year Est. Return

Key Bridge Compliance's SDY Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2023: 2,072 shares worth $238K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings.

1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Key Bridge Compliance held 2,072 shares of State Street SPDR S&P Dividend ETF worth $238K as of Q3 2023.
State Street SPDR S&P Dividend ETF was a new Key Bridge Compliance position in Q3 2023.
State Street SPDR S&P Dividend ETF made up 0.07% of Key Bridge Compliance's portfolio in Q3 2023, its #106 holding.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.