LWS Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$272K	Buy	2,174 +7	+0.3%	+$822	0.1%	56
2023 Q3	$249K	Buy	2,167 +14	+0.7%	+$1.71K	0.11%	52
2023 Q2	$264K	Buy	2,153 +14	+0.7%	+$1.71K	0.11%	52
2023 Q1	$265K	Sell	2,139 -3	-0.1%	-$377	0.11%	52
2022 Q4	$268K	Buy	2,142 +7	+0.3%	+$865	0.11%	51
2022 Q3	$238K	Buy	2,135 +14	+0.7%	+$1.72K	0.09%	57
2022 Q2	$252K	Buy	2,121 +13	+0.6%	+$1.62K	0.12%	57
2022 Q1	$270K	Sell	2,108 -94	-4%	-$11.9K	0.12%	51
2021 Q4	$284K	Buy	2,202 +17	+0.8%	+$2.12K	0.12%	51
2021 Q3	$257K	Buy	2,185 +15	+0.7%	+$1.84K	0.11%	53
2021 Q2	$265K	Buy	2,170 +5	+0.2%	+$618	0.12%	49
2021 Q1	$256K	Sell	2,165 -11	-0.5%	-$1.23K	0.12%	53
2020 Q4	$231K	Buy	+2,176	New	+$220K	0.1%	57
2020 Q1	–	Sell	-2,105	Closed	-$226K	–	74
2019 Q4	$226K	Buy	+2,105	New	+$221K	0.12%	53

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWS Wealth Advisors's SDY Position: Q4 2023 in Review

LWS Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.32% in Q4 2023, buying an estimated $822 and bringing the position to 2,174 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #56.

LWS Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 14 quarters since. The position peaked at $284K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

LWS Wealth Advisors held 2,174 shares of State Street SPDR S&P Dividend ETF worth $272K as of Q4 2023.
LWS Wealth Advisors bought 7 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $822.
State Street SPDR S&P Dividend ETF made up 0.1% of LWS Wealth Advisors's portfolio in Q4 2023, its #56 holding.
LWS Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 14 quarters since.
LWS Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $284K in Q4 2021.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.