Leo Brokerage’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$416K Sell
3,397
-278
-8% -$34K 0.05% 206
2023
Q1
$455K Buy
+3,675
New +$462K 0.07% 190
2022
Q2
Sell
-2,560
Closed -$328K 243
2022
Q1
$328K Buy
+2,560
New +$324K 0.05% 182

Other funds holding SDY

Leo Brokerage's SDY Position: Q2 2023 in Review

Leo Brokerage reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 7.6% in Q2 2023, selling an estimated $34K and leaving 3,397 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #206.

Leo Brokerage first reported a position in SDY in Q1 2022 and has held it in 3 quarters since. The position peaked at $455K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

  • Leo Brokerage held 3,397 shares of State Street SPDR S&P Dividend ETF worth $416K as of Q2 2023.
  • Leo Brokerage sold 278 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $34K.
  • State Street SPDR S&P Dividend ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #206 holding.
  • Leo Brokerage first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's State Street SPDR S&P Dividend ETF position peaked at $455K in Q1 2023.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.