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Private Portfolio Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Private Portfolio Partners’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 		$737K Buy
5,579
+31
+0.6% +$4.33K 0.14% 124
2024
Q3 		$788K Sell
5,548
-225
-4% -$30.4K 0.15% 114
2024
Q2 		$734K Buy
5,773
+37
+0.6% +$4.77K 0.6% 41
2024
Q1 		$753K Buy
5,736
+34
+0.6% +$4.26K 0.16% 112
2023
Q4 		$713K Sell
5,702
-593
-9% -$69.6K 0.16% 105
2023
Q3 		$724K Sell
6,295
-184
-3% -$22.5K 0.19% 92
2023
Q2 		$794K Sell
6,479
-25
-0.4% -$3.05K 0.2% 83
2023
Q1 		$805K Buy
6,504
+16
+0.2% +$2.01K 0.22% 83
2022
Q4 		$812K Sell
6,488
-103
-2% -$12.7K 0.21% 90
2022
Q3 		$735K Buy
6,591
+19
+0.3% +$2.34K 0.21% 97
2022
Q2 		$780K Sell
6,572
-120
-2% -$15K 0.22% 91
2022
Q1 		$857K Buy
6,692
+4,139
+162% +$523K 0.21% 93
2021
Q4 		$330K Buy
2,553
+8
+0.3% +$996 0.08% 207
2021
Q3 		$299K Buy
2,545
+46
+2% +$5.63K 0.09% 208
2021
Q2 		$306K Buy
2,499
+2
+0.1% +$247 0.09% 200
2021
Q1 		$295K Sell
2,497
-62
-2% -$6.95K 0.1% 186
2020
Q4 		$271K Buy
2,559
+4
+0.2% +$405 0.1% 181
2020
Q3 		$236K Buy
+2,555
New +$241K 0.1% 179
2020
Q1 		– Sell
-2,296
Closed -$247K – 208
2019
Q4 		$247K Buy
2,296
+194
+9% +$20.4K 0.11% 168
2019
Q3 		$216K Buy
+2,102
New +$212K 0.1% 180

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

Private Portfolio Partners's SDY Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.56% in Q4 2024, buying an estimated $4.33K and bringing the position to 5,579 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #124.

Private Portfolio Partners first reported a position in SDY in Q3 2019 and has held it in 20 quarters since. The position peaked at $857K in Q1 2022. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Private Portfolio Partners held 5,579 shares of State Street SPDR S&P Dividend ETF worth $737K as of Q4 2024.
  • Private Portfolio Partners bought 31 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $4.33K.
  • State Street SPDR S&P Dividend ETF made up 0.14% of Private Portfolio Partners's portfolio in Q4 2024, its #124 holding.
  • Private Portfolio Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and has held it in 20 quarters since.
  • Private Portfolio Partners's State Street SPDR S&P Dividend ETF position peaked at $857K in Q1 2022.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.