Legacy Capital Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Legacy Capital Wealth Partners’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	-2,930	Closed	-$366K	–	299
2023 Q4	$366K	Buy	2,930 +5	+0.2%	+$587	0.1%	192
2023 Q3	$336K	Buy	+2,925	New	+$357K	0.09%	202
2021 Q2	–	Sell	-28,451	Closed	-$3.36M	–	67
2021 Q1	$3.36M	Buy	28,451 +1,090	+4%	+$122K	1.39%	17
2020 Q4	$2.9M	Buy	+27,361	New	+$2.77M	1.24%	20

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

Legacy Capital Wealth Partners's SDY Position: Q1 2024 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 2,930 shares — an estimated $366K sold.

Legacy Capital Wealth Partners first reported a position in SDY in Q4 2020 and held it in 4 quarters. The position peaked at $3.36M in Q1 2021. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Legacy Capital Wealth Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 2,930 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $366K.
Legacy Capital Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 4 quarters.
Legacy Capital Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $3.36M in Q1 2021.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2024, filed 10 May 2024.