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

Revolve Wealth 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
Q3 		– Sell
-2,856
Closed -$363K – 201
2024
Q2 		$363K Hold
2,856
– – 0.06% 121
2024
Q1 		$375K Hold
2,856
– – 0.06% 118
2023
Q4 		$357K Buy
2,856
+116
+4% +$13.6K 0.07% 115
2023
Q3 		$315K Hold
2,740
– – 0.07% 117
2023
Q2 		$336K Hold
2,740
– – 0.08% 104
2023
Q1 		$339K Hold
2,740
– – 0.09% 104
2022
Q4 		$343K Hold
2,740
– – 0.1% 97
2022
Q3 		$306K Hold
2,740
– – 0.1% 91
2022
Q2 		$325K Buy
2,740
+342
+14% +$42.6K 0.11% 92
2022
Q1 		$307K Hold
2,398
– – 0.09% 101
2021
Q4 		$310K Buy
+2,398
New +$298K 0.09% 104

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
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return