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Steward Partners Investment Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.09M Buy
8,319
+62
+0.8% +$7.78K 0.18% 100
2023
Q4 		$1.03M Buy
+8,257
New +$969K 0.43% 63

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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Solutions's SDY Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.75% in Q1 2024, buying an estimated $7.78K and bringing the position to 8,319 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #100.

Steward Partners Investment Solutions first reported a position in SDY in Q4 2023 and has held it in 2 quarters since. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

  • Steward Partners Investment Solutions held 8,319 shares of State Street SPDR S&P Dividend ETF worth $1.09M as of Q1 2024.
  • Steward Partners Investment Solutions bought 62 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $7.78K.
  • State Street SPDR S&P Dividend ETF made up 0.18% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #100 holding.
  • Steward Partners Investment Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.