Red Tortoise LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-900
Closed -$113K 602
2022
Q4
$113K Buy
+900
New +$111K 0.08% 88

Other funds holding SDY

Red Tortoise LLC's SDY Position: Q1 2023 in Review

Red Tortoise LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 900 shares — an estimated $113K sold.

Red Tortoise LLC first reported a position in SDY in Q4 2022 and held it in 1 quarter. The position peaked at $113K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Red Tortoise LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 900 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $113K.
  • Red Tortoise LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Red Tortoise LLC's State Street SPDR S&P Dividend ETF position peaked at $113K 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 Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.