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

REDW Wealth’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	–	Sell	-6,663	Closed	-$946K	–	160
2024 Q3	$946K	Hold	6,663	–	–	0.24%	60
2024 Q2	$847K	Hold	6,663	–	–	0.22%	59
2024 Q1	$874K	Hold	6,663	–	–	0.24%	57
2023 Q4	$833K	Hold	6,663	–	–	0.24%	59
2023 Q3	$766K	Hold	6,663	–	–	0.24%	59
2023 Q2	$817K	Sell	6,663 -325	-5%	-$39.7K	0.24%	55
2023 Q1	$864K	Hold	6,988	–	–	0.28%	54
2022 Q4	$874K	Sell	6,988 -250	-3%	-$30.9K	0.3%	46
2022 Q3	$807K	Sell	7,238 -375	-5%	-$46.2K	0.31%	42
2022 Q2	$904K	Buy	7,613 +950	+14%	+$118K	0.33%	34
2022 Q1	$854K	Hold	6,663	–	–	0.25%	42
2021 Q4	$860K	Hold	6,663	–	–	0.25%	39
2021 Q3	$783K	Hold	6,663	–	–	0.25%	42
2021 Q2	$815K	Hold	6,663	–	–	0.26%	41
2021 Q1	$786K	Buy	+6,663	New	+$747K	0.26%	39

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

REDW Wealth's SDY Position: Q4 2024 in Review

REDW Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 6,663 shares — an estimated $946K sold.

REDW Wealth first reported a position in SDY in Q1 2021 and held it in 15 quarters. The position peaked at $946K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

REDW Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 6,663 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $946K.
REDW Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 15 quarters.
REDW Wealth's State Street SPDR S&P Dividend ETF position peaked at $946K in Q3 2024.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.