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

Titus 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
2022 Q2	$257K	Buy	2,164 +5	+0.2%	+$623	0.13%	122
2022 Q1	$277K	Sell	2,159 -31	-1%	-$3.92K	0.12%	130
2021 Q4	$283K	Buy	2,190 +5	+0.2%	+$622	0.13%	119
2021 Q3	$257K	Buy	2,185 +4	+0.2%	+$490	0.14%	127
2021 Q2	$267K	Sell	2,181 -82	-4%	-$10.1K	0.14%	119
2021 Q1	$267K	Buy	2,263 +4	+0.2%	+$448	0.16%	108
2020 Q4	$239K	Sell	2,259 -95	-4%	-$9.61K	0.15%	115
2020 Q3	$218K	Sell	2,354 -489	-17%	-$46.1K	0.16%	107
2020 Q2	$259K	Buy	2,843 +6	+0.2%	+$527	0.2%	84
2020 Q1	$227K	Buy	2,837 +252	+10%	+$24.9K	0.21%	87
2019 Q4	$278K	Buy	+2,585	New	+$271K	0.28%	76

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Titus Wealth Management's SDY Position: Q2 2022 in Review

Titus Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.23% in Q2 2022, buying an estimated $623 and bringing the position to 2,164 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #122.

Titus Wealth Management first reported a position in SDY in Q4 2019 and has held it in 11 quarters since. The position peaked at $283K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

Titus Wealth Management held 2,164 shares of State Street SPDR S&P Dividend ETF worth $257K as of Q2 2022.
Titus Wealth Management bought 5 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $623.
State Street SPDR S&P Dividend ETF made up 0.13% of Titus Wealth Management's portfolio in Q2 2022, its #122 holding.
Titus Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 11 quarters since.
Titus Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $283K in Q4 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.