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

Laidlaw 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	-1,881	Closed	-$235K	–	229
2023 Q4	$235K	Hold	1,881	–	–	0.09%	216
2023 Q3	$216K	Sell	1,881 -1,070	-36%	-$131K	0.07%	252
2023 Q2	$362K	Hold	2,951	–	–	0.07%	235
2023 Q1	$365K	Hold	2,951	–	–	0.07%	238
2022 Q4	$369K	Hold	2,951	–	–	0.08%	231
2022 Q3	$329K	Hold	2,951	–	–	0.08%	224
2022 Q2	$350K	Hold	2,951	–	–	0.07%	239
2022 Q1	$378K	Hold	2,951	–	–	0.06%	261
2021 Q4	$381K	Hold	2,951	–	–	0.06%	265
2021 Q3	$347K	Sell	2,951 -600	-17%	-$73.5K	0.09%	180
2021 Q2	$434K	Buy	3,551 +600	+20%	+$74.2K	0.11%	164
2021 Q1	$348K	Hold	2,951	–	–	0.12%	154
2020 Q4	$313K	Buy	+2,951	New	+$299K	0.07%	256

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 $377B AUM 19.32% 1-Year Est. Return

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 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 $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's SDY Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,881 shares — an estimated $235K sold.

Laidlaw Wealth Management first reported a position in SDY in Q4 2020 and held it in 13 quarters. The position peaked at $434K in Q2 2021. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 1,881 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $235K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 13 quarters.
Laidlaw Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $434K in Q2 2021.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.