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

Southern Wealth Management’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
2023 Q1	$484K	Buy	3,910 +180	+5%	+$22.6K	0.19%	49
2022 Q4	$467K	Buy	3,730 +26	+0.7%	+$3.21K	0.19%	48
2022 Q3	$456K	Buy	3,704 +24	+0.7%	+$2.96K	0.18%	47
2022 Q2	$437K	Buy	3,680 +24	+0.7%	+$2.99K	0.17%	48
2022 Q1	$468K	Buy	3,656 +22	+0.6%	+$2.78K	0.15%	47
2021 Q4	$469K	Sell	3,634 -1,012	-22%	-$126K	0.19%	44
2021 Q3	$546K	Buy	4,646 +31	+0.7%	+$3.8K	0.16%	48
2021 Q2	$571K	Buy	4,615 +28	+0.6%	+$3.46K	0.16%	48
2021 Q1	$541K	Buy	4,587 +32	+0.7%	+$3.59K	0.18%	46
2020 Q4	$483K	Buy	4,555 +41	+0.9%	+$4.15K	0.18%	47
2020 Q3	$417K	Buy	4,514 +727	+19%	+$68.6K	0.15%	47
2020 Q2	$345K	Sell	3,787 -97	-2%	-$8.53K	0.07%	48
2020 Q1	$310K	Buy	3,884 +30	+0.8%	+$2.96K	0.06%	44
2019 Q4	$415K	Buy	+3,854	New	+$405K	0.08%	46

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Southern Wealth Management's SDY Position: Q1 2023 in Review

Southern Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.8% in Q1 2023, buying an estimated $22.6K and bringing the position to 3,910 shares worth $484K. The position accounts for 0.19% of the portfolio, ranked #49.

Southern Wealth Management first reported a position in SDY in Q4 2019 and has held it in 14 quarters since. The position peaked at $571K in Q2 2021. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Southern Wealth Management held 3,910 shares of State Street SPDR S&P Dividend ETF worth $484K as of Q1 2023.
Southern Wealth Management bought 180 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $22.6K.
State Street SPDR S&P Dividend ETF made up 0.19% of Southern Wealth Management's portfolio in Q1 2023, its #49 holding.
Southern Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $571K in Q2 2021.
1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.