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Keyes Stange & Wooten Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Keyes Stange & Wooten Wealth 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
Q1 		– Sell
-10,998
Closed -$1.37M – 64
2023
Q4 		$1.37M Buy
+10,998
New +$1.29M 1.46% 12

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's SDY Position: Q1 2024 in Review

Keyes Stange & Wooten Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 10,998 shares — an estimated $1.37M sold.

Keyes Stange & Wooten Wealth Management first reported a position in SDY in Q4 2023 and held it in 1 quarter. The position peaked at $1.37M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

  • Keyes Stange & Wooten Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 10,998 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $1.37M.
  • Keyes Stange & Wooten Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.37M in Q4 2023.
  • 1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.