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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Revolve Wealth Partners's SDY Position: Q3 2024 in Review

Revolve Wealth Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2024, closing a stake of 2,856 shares — an estimated $363K sold.

Revolve Wealth Partners first reported a position in SDY in Q4 2021 and held it in 11 quarters. The position peaked at $375K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

Revolve Wealth Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2024 after selling out during the quarter.
Revolve Wealth Partners sold 2,856 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $363K.
Revolve Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 11 quarters.
Revolve Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $375K in Q1 2024.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Revolve Wealth Partners's 13F filing for Q3 2024, filed 18 Oct 2024.