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

MinichMacGregor 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	-2,150	Closed	-$269K	–	116
2023 Q4	$269K	Buy	+2,150	New	+$252K	0.08%	86
2023 Q1	–	Sell	-200	Closed	-$25K	–	547
2022 Q4	$25K	Buy	+200	New	+$24.7K	0.01%	270
2018 Q4	–	Sell	-250	Closed	-$24K	–	444
2018 Q3	$24K	Hold	250	–	–	0.02%	201
2018 Q2	$23K	Hold	250	–	–	0.02%	198
2018 Q1	$22K	Hold	250	–	–	0.02%	203
2017 Q4	$23K	Hold	250	–	–	0.02%	188
2017 Q3	$22K	Hold	250	–	–	0.02%	190
2017 Q2	$22K	Hold	250	–	–	0.02%	179
2017 Q1	$22K	Hold	250	–	–	0.02%	175
2016 Q4	$21K	Hold	250	–	–	0.02%	177
2016 Q3	$21K	Hold	250	–	–	0.02%	181
2016 Q2	$20K	Hold	250	–	–	0.02%	177
2016 Q1	$19K	Buy	+250	New	+$18.5K	0.02%	182

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

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

MinichMacGregor Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 2,150 shares — an estimated $269K sold.

MinichMacGregor Wealth Management first reported a position in SDY in Q1 2016 and held it in 13 quarters. The position peaked at $269K in Q4 2023. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,150 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $269K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and held it in 13 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $269K in Q4 2023.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.