Morton Brown Family Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-20	Closed	-$2.63K	–	232
2024 Q1	$2.63K	Hold	20	–	–	﹤0.01%	185
2023 Q4	$2.5K	Hold	20	–	–	﹤0.01%	231
2023 Q3	$2.3K	Hold	20	–	–	﹤0.01%	156
2023 Q2	$2.45K	Hold	20	–	–	﹤0.01%	149
2023 Q1	$2.47K	Hold	20	–	–	﹤0.01%	180
2022 Q4	$2.5K	Hold	20	–	–	﹤0.01%	139
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	178
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	203
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	122
2021 Q4	$3K	Buy	+20	New	+$2.49K	﹤0.01%	151

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Morton Brown Family Wealth's SDY Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 20 shares — an estimated $2.63K sold.

Morton Brown Family Wealth first reported a position in SDY in Q4 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Morton Brown Family Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 20 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $2.63K.
Morton Brown Family Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 10 quarters.
Morton Brown Family Wealth's State Street SPDR S&P Dividend ETF position peaked at $3K in Q1 2022.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.