Prestige Wealth Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prestige Wealth Management Group’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	-1,355	Closed	-$170K	–	1147
2022 Q4	$170K	Buy	+1,355	New	+$167K	0.04%	145
2020 Q1	–	Sell	-100	Closed	-$11K	–	991
2019 Q4	$11K	Hold	100	–	–	0.01%	342
2019 Q3	$10K	Hold	100	–	–	0.01%	343
2019 Q2	$10K	Hold	100	–	–	0.01%	329
2019 Q1	$10K	Hold	100	–	–	0.01%	336
2018 Q4	$9K	Buy	+100	New	+$9.43K	0.01%	460

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prestige Wealth Management Group's SDY Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 1,355 shares — an estimated $170K sold.

Prestige Wealth Management Group first reported a position in SDY in Q4 2018 and held it in 6 quarters. The position peaked at $170K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Prestige Wealth Management Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 1,355 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $170K.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 6 quarters.
Prestige Wealth Management Group's State Street SPDR S&P Dividend ETF position peaked at $170K 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 Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.