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Planning Capital Management Corporation’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Planning Capital Management Corporation’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
Q3 		$111K Hold
778
– – 0.07% 126
2024
Q2 		$98.9K Hold
778
– – 0.07% 139
2024
Q1 		$102K Hold
778
– – 0.07% 127
2023
Q4 		$97.2K Buy
+778
New +$91.3K 0.08% 136

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $424B AUM 22.94% 1-Year Est. Return

Planning Capital Management Corporation's SDY Position: Q3 2024 in Review

Planning Capital Management Corporation held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2024 at 778 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #126.

Planning Capital Management Corporation first reported a position in SDY in Q4 2023 and has held it in 4 quarters since. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Planning Capital Management Corporation held 778 shares of State Street SPDR S&P Dividend ETF worth $111K as of Q3 2024.
  • Planning Capital Management Corporation left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P Dividend ETF made up 0.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #126 holding.
  • Planning Capital Management Corporation first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.