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

Omnia 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
2023
Q1 		– Sell
-1,712
Closed -$214K – 72
2022
Q4 		$214K Buy
+1,712
New +$211K 0.17% 64

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Omnia Family Wealth's SDY Position: Q1 2023 in Review

Omnia Family Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 1,712 shares — an estimated $214K sold.

Omnia Family Wealth first reported a position in SDY in Q4 2022 and held it in 1 quarter. The position peaked at $214K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Omnia Family Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Omnia Family Wealth sold 1,712 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $214K.
  • Omnia Family Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Omnia Family Wealth's State Street SPDR S&P Dividend ETF position peaked at $214K in Q4 2022.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Omnia Family Wealth's 13F filing for Q1 2023, filed 11 May 2023.