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

Traverso Chambers Private 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
2023 Q4	$491K	Sell	3,927 -83	-2%	-$9.74K	0.12%	76
2023 Q3	$461K	Hold	4,010	–	–	0.12%	72
2023 Q2	$492K	Hold	4,010	–	–	0.13%	73
2023 Q1	$496K	Hold	4,010	–	–	0.14%	72
2022 Q4	$502K	Hold	4,010	–	–	0.14%	72
2022 Q3	$447K	Hold	4,010	–	–	0.14%	74
2022 Q2	$476K	Hold	4,010	–	–	0.16%	70
2022 Q1	$514K	Hold	4,010	–	–	0.15%	71
2021 Q4	$518K	Hold	4,010	–	–	0.15%	71
2021 Q3	$471K	Hold	4,010	–	–	0.15%	70
2021 Q2	$490K	Hold	4,010	–	–	0.15%	69
2021 Q1	$473K	Hold	4,010	–	–	0.16%	65
2020 Q4	$425K	Hold	4,010	–	–	0.15%	65
2020 Q3	$371K	Hold	4,010	–	–	0.14%	68
2020 Q2	$366K	Hold	4,010	–	–	0.15%	65
2020 Q1	$320K	Hold	4,010	–	–	0.15%	67
2019 Q4	$431K	Hold	4,010	–	–	0.18%	60
2019 Q3	$411K	Hold	4,010	–	–	0.2%	60
2019 Q2	$407K	Hold	4,010	–	–	0.2%	62
2019 Q1	$399K	Hold	4,010	–	–	0.2%	62
2018 Q4	$359K	Buy	+4,010	New	+$378K	0.19%	62

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Traverso Chambers Private Wealth Management's SDY Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q4 2023, selling an estimated $9.74K and leaving 3,927 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #76.

Traverso Chambers Private Wealth Management first reported a position in SDY in Q4 2018 and has held it in 21 quarters since. The position peaked at $518K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,927 shares of State Street SPDR S&P Dividend ETF worth $491K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 83 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $9.74K.
State Street SPDR S&P Dividend ETF made up 0.12% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #76 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $518K in Q4 2021.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.