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SYSTM Wealth Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

SYSTM Wealth 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
Q3 		$4.63K Sell
33
-8
-20% -$1.08K 0.14% 41
2024
Q2 		$5.26K Hold
41
– – ﹤0.01% 558
2024
Q1 		$5.4K Sell
41
-576
-93% -$72.3K ﹤0.01% 829
2023
Q4 		$77.1K Buy
+617
New +$72.4K 0.01% 498

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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SYSTM Wealth Solutions's SDY Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q3 2024, selling an estimated $1.08K and leaving 33 shares worth $4.63K. The position accounts for 0.14% of the portfolio, ranked #41.

SYSTM Wealth Solutions first reported a position in SDY in Q4 2023 and has held it in 4 quarters since. The position peaked at $77.1K in Q4 2023. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • SYSTM Wealth Solutions held 33 shares of State Street SPDR S&P Dividend ETF worth $4.63K as of Q3 2024.
  • SYSTM Wealth Solutions sold 8 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $1.08K.
  • State Street SPDR S&P Dividend ETF made up 0.14% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #41 holding.
  • SYSTM Wealth Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's State Street SPDR S&P Dividend ETF position peaked at $77.1K in Q4 2023.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.