KIG
SDY icon

Kowal Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kowal Investment Group’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
Q3 		$300K Buy
2,115
+14
+0.7% +$1.89K 0.06% 160
2024
Q2 		$267K Buy
2,101
+35
+2% +$4.51K 0.05% 152
2024
Q1 		$271K Buy
2,066
+18
+0.9% +$2.26K 0.06% 147
2023
Q4 		$256K Sell
2,048
-334
-14% -$39.2K 0.06% 142
2023
Q3 		$274K Sell
2,382
-909
-28% -$111K 0.07% 119
2023
Q2 		$403K Sell
3,291
-276
-8% -$33.7K 0.11% 94
2023
Q1 		$441K Buy
3,567
+586
+20% +$73.7K 0.13% 86
2022
Q4 		$373K Buy
2,981
+14
+0.5% +$1.73K 0.11% 99
2022
Q3 		$331K Buy
2,967
+254
+9% +$31.3K 0.11% 95
2022
Q2 		$322K Buy
2,713
+45
+2% +$5.61K 0.11% 98
2022
Q1 		$342K Buy
2,668
+292
+12% +$36.9K 0.1% 84
2021
Q4 		$307K Buy
2,376
+211
+10% +$26.3K 0.09% 79
2021
Q3 		$255K Buy
2,165
+265
+14% +$32.5K 0.08% 80
2021
Q2 		$232K Buy
+1,900
New +$235K 0.08% 88
2021
Q1 		– Sell
-1,852
Closed -$203K – 98
2020
Q4 		$203K Buy
+1,852
New +$187K 0.09% 85

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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kowal Investment Group's SDY Position: Q3 2024 in Review

Kowal Investment Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.67% in Q3 2024, buying an estimated $1.89K and bringing the position to 2,115 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #160.

Kowal Investment Group first reported a position in SDY in Q4 2020 and has held it in 15 quarters since. The position peaked at $441K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Kowal Investment Group held 2,115 shares of State Street SPDR S&P Dividend ETF worth $300K as of Q3 2024.
  • Kowal Investment Group bought 14 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $1.89K.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #160 holding.
  • Kowal Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 15 quarters since.
  • Kowal Investment Group's State Street SPDR S&P Dividend ETF position peaked at $441K in Q1 2023.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.