Sage Private Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-139	Closed	-$15K	–	156
2022 Q3	$15K	Hold	139	–	–	0.02%	127
2022 Q2	$16K	Hold	139	–	–	0.02%	124
2022 Q1	$18K	Hold	139	–	–	0.02%	124
2021 Q4	$17K	Hold	139	–	–	0.02%	124
2021 Q3	$16K	Hold	139	–	–	0.02%	125
2021 Q2	$17K	Hold	139	–	–	0.02%	119
2021 Q1	$16K	Hold	139	–	–	0.03%	125
2020 Q4	$15K	Buy	+139	New	+$14.1K	0.04%	116

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Sage Private Wealth Group's SDY Position: Q4 2022 in Review

Sage Private Wealth Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 139 shares — an estimated $15K sold.

Sage Private Wealth Group first reported a position in SDY in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Sage Private Wealth Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 139 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $15K.
Sage Private Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $18K in Q1 2022.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.