Southland Equity Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Southland Equity 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 Q2	–	Sell	-2,222	Closed	-$292K	–	221
2024 Q1	$292K	Sell	2,222 -56	-2%	-$7.03K	0.08%	163
2023 Q4	$285K	Sell	2,278 -71	-3%	-$8.34K	0.09%	150
2023 Q3	$270K	Sell	2,349 -87	-4%	-$10.6K	0.09%	151
2023 Q2	$299K	Sell	2,436 -24	-1%	-$2.93K	0.1%	135
2023 Q1	$304K	Sell	2,460 -93	-4%	-$11.7K	0.12%	128
2022 Q4	$319K	Buy	2,553 +3	+0.1%	+$371	0.12%	117
2022 Q3	$284K	Hold	2,550	–	–	0.14%	114
2022 Q2	$303K	Sell	2,550 -80	-3%	-$9.97K	0.14%	114
2022 Q1	$337K	Buy	2,630 +80	+3%	+$10.1K	0.14%	111
2021 Q4	$329K	Hold	2,550	–	–	0.14%	113
2021 Q3	$300K	Hold	2,550	–	–	0.14%	112
2021 Q2	$312K	Hold	2,550	–	–	0.15%	105
2021 Q1	$301K	Buy	2,550 +192	+8%	+$21.5K	0.17%	105
2020 Q4	$250K	Buy	+2,358	New	+$239K	0.17%	102

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

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Southland Equity Partners's SDY Position: Q2 2024 in Review

Southland Equity Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 2,222 shares — an estimated $292K sold.

Southland Equity Partners first reported a position in SDY in Q4 2020 and held it in 14 quarters. The position peaked at $337K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

Southland Equity Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
Southland Equity Partners sold 2,222 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $292K.
Southland Equity Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 14 quarters.
Southland Equity Partners's State Street SPDR S&P Dividend ETF position peaked at $337K in Q1 2022.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.