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

Sugarloaf 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
2024 Q4	$19.6K	Hold	148	–	–	﹤0.01%	411
2024 Q3	$21K	Hold	148	–	–	﹤0.01%	409
2024 Q2	$18.8K	Hold	148	–	–	﹤0.01%	406
2024 Q1	$19.4K	Hold	148	–	–	﹤0.01%	406
2023 Q4	$18.5K	Hold	148	–	–	﹤0.01%	407
2023 Q3	$17K	Hold	148	–	–	﹤0.01%	398
2023 Q2	$18.1K	Hold	148	–	–	﹤0.01%	400
2023 Q1	$18.3K	Hold	148	–	–	﹤0.01%	404
2022 Q4	$18.5K	Hold	148	–	–	﹤0.01%	415
2022 Q3	$17K	Hold	148	–	–	﹤0.01%	443
2022 Q2	$18K	Buy	+148	New	+$18.5K	﹤0.01%	435

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Sugarloaf Wealth Management's SDY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2024 at 148 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Sugarloaf Wealth Management first reported a position in SDY in Q2 2022 and has held it in 11 quarters since. The position peaked at $21K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Sugarloaf Wealth Management held 148 shares of State Street SPDR S&P Dividend ETF worth $19.6K as of Q4 2024.
Sugarloaf Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2024.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #411 holding.
Sugarloaf Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $21K in Q3 2024.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.