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

Red Door Wealth Management’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	-1,789	Closed	-$235K	–	207
2024 Q1	$235K	Hold	1,789	–	–	0.05%	175
2023 Q4	$224K	Hold	1,789	–	–	0.05%	181
2023 Q3	$206K	Hold	1,789	–	–	0.05%	170
2023 Q2	$219K	Hold	1,789	–	–	0.05%	211
2023 Q1	$221K	Hold	1,789	–	–	0.07%	135
2022 Q4	$224K	Buy	+1,789	New	+$221K	0.07%	131
2022 Q3	–	Sell	-1,789	Closed	-$212K	–	134
2022 Q2	$212K	Buy	1,789 +133	+8%	+$16.6K	0.08%	130
2022 Q1	$212K	Hold	1,656	–	–	0.07%	131
2021 Q4	$213K	Buy	+1,656	New	+$206K	0.07%	154
2021 Q3	–	Sell	-1,656	Closed	-$202K	–	518
2021 Q2	$202K	Buy	+1,656	New	+$205K	0.08%	144
2020 Q3	–	Sell	-2,139	Closed	-$195K	–	351
2020 Q2	$195K	Buy	2,139 +483	+29%	+$42.5K	0.14%	100
2020 Q1	$132K	Buy	+1,656	New	+$163K	0.13%	105

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

Red Door Wealth Management's SDY Position: Q2 2024 in Review

Red Door Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 1,789 shares — an estimated $235K sold.

Red Door Wealth Management first reported a position in SDY in Q1 2020 and held it in 12 quarters. The position peaked at $235K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Red Door Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
Red Door Wealth Management sold 1,789 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $235K.
Red Door Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 12 quarters.
Red Door Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $235K 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 Red Door Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.