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Tilia Fiduciary Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-2
Closed -$297 – 416
2023
Q2 		$297 Buy
+2
New +$244 ﹤0.01% 513

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Ameriprise
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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
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

Tilia Fiduciary Partners's SDY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 2 shares — an estimated $297 sold.

Tilia Fiduciary Partners first reported a position in SDY in Q2 2023 and held it in 1 quarter. The position peaked at $297 in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 2 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $297.
  • Tilia Fiduciary Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's State Street SPDR S&P Dividend ETF position peaked at $297 in Q2 2023.
  • 1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.