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

Peninsula 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	-2,151	Closed	-$282K	–	101
2024 Q1	$282K	Hold	2,151	–	–	0.06%	77
2023 Q4	$269K	Hold	2,151	–	–	0.06%	80
2023 Q3	$239K	Hold	2,151	–	–	0.06%	77
2023 Q2	$264K	Hold	2,151	–	–	0.07%	68
2023 Q1	$266K	Hold	2,151	–	–	0.08%	65
2022 Q4	$269K	Hold	2,151	–	–	0.08%	60
2022 Q3	$240K	Hold	2,151	–	–	0.08%	61
2022 Q2	$255K	Hold	2,151	–	–	0.09%	57
2022 Q1	$276K	Hold	2,151	–	–	0.08%	56
2021 Q4	$278K	Buy	+2,151	New	+$268K	0.07%	57
2020 Q1	–	Sell	-2,360	Closed	-$254K	–	45
2019 Q4	$254K	Buy	2,360 +209	+10%	+$21.9K	0.12%	32
2019 Q3	$221K	Buy	+2,151	New	+$217K	0.11%	32

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

Peninsula Wealth's SDY Position: Q2 2024 in Review

Peninsula Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 2,151 shares — an estimated $282K sold.

Peninsula Wealth first reported a position in SDY in Q3 2019 and held it in 12 quarters. The position peaked at $282K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Peninsula Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
Peninsula Wealth sold 2,151 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $282K.
Peninsula Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and held it in 12 quarters.
Peninsula Wealth's State Street SPDR S&P Dividend ETF position peaked at $282K in Q1 2024.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Peninsula Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.