NFA
SDY icon

Northwest Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-1,377
Closed -$196K – 463
2024
Q3 		$196K Buy
+1,377
New +$186K 0.16% 103
2024
Q1 		– Sell
-1,870
Closed -$234K – 441
2023
Q4 		$234K Buy
+1,870
New +$220K 0.2% 79

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Financial Advisors's SDY Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,377 shares — an estimated $196K sold.

Northwest Financial Advisors first reported a position in SDY in Q4 2023 and held it in 2 quarters. The position peaked at $234K in Q4 2023. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,377 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $196K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $234K in Q4 2023.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.