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

Rainsberger Wealth Advisors’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 Q4	$1.12M	Buy	8,984 +51	+0.6%	+$5.99K	0.61%	47
2023 Q3	$1.03M	Sell	8,933 -769	-8%	-$93.9K	0.63%	46
2023 Q2	$1.19M	Buy	9,702 +159	+2%	+$19.4K	0.72%	42
2023 Q1	$1.18M	Buy	9,543 +21	+0.2%	+$2.64K	0.7%	42
2022 Q4	$1.19M	Buy	9,522 +323	+4%	+$39.9K	0.76%	38
2022 Q3	$1.03M	Buy	9,199 +145	+2%	+$17.9K	0.7%	38
2022 Q2	$1.07M	Buy	9,054 +90	+1%	+$11.2K	0.79%	36
2022 Q1	$1.15M	Buy	8,964 +107	+1%	+$13.5K	0.73%	38
2021 Q4	$1.14M	Buy	+8,857	New	+$1.1M	0.67%	40

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rainsberger Wealth Advisors's SDY Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.57% in Q4 2023, buying an estimated $5.99K and bringing the position to 8,984 shares worth $1.12M. The position accounts for 0.61% of the portfolio, ranked #47.

Rainsberger Wealth Advisors first reported a position in SDY in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Rainsberger Wealth Advisors held 8,984 shares of State Street SPDR S&P Dividend ETF worth $1.12M as of Q4 2023.
Rainsberger Wealth Advisors bought 51 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $5.99K.
State Street SPDR S&P Dividend ETF made up 0.61% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #47 holding.
Rainsberger Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.19M in Q4 2022.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.