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

TrinityPoint Wealth’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 		$285K Sell
2,160
-332
-13% -$46.4K 0.04% 277
2024
Q3 		$354K Sell
2,492
-70
-3% -$9.47K 0.05% 248
2024
Q2 		$326K Buy
2,562
+88
+4% +$11.3K 0.05% 246
2024
Q1 		$325K Sell
2,474
-137
-5% -$17.2K 0.05% 240
2023
Q4 		$326K Sell
2,611
-44
-2% -$5.17K 0.06% 233
2023
Q3 		$305K Sell
2,655
-135
-5% -$16.5K 0.06% 224
2023
Q2 		$342K Buy
2,790
+369
+15% +$45.1K 0.07% 212
2023
Q1 		$300K Buy
2,421
+283
+13% +$35.6K 0.06% 217
2022
Q4 		$268K Buy
2,138
+12
+0.6% +$1.48K 0.06% 227
2022
Q3 		$237K Buy
2,126
+3
+0.1% +$370 0.05% 239
2022
Q2 		$252K Buy
+2,123
New +$265K 0.06% 233

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrinityPoint Wealth's SDY Position: Q4 2024 in Review

TrinityPoint Wealth reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q4 2024, selling an estimated $46.4K and leaving 2,160 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #277.

TrinityPoint Wealth first reported a position in SDY in Q2 2022 and has held it in 11 quarters since. The position peaked at $354K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • TrinityPoint Wealth held 2,160 shares of State Street SPDR S&P Dividend ETF worth $285K as of Q4 2024.
  • TrinityPoint Wealth sold 332 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $46.4K.
  • State Street SPDR S&P Dividend ETF made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #277 holding.
  • TrinityPoint Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 11 quarters since.
  • TrinityPoint Wealth's State Street SPDR S&P Dividend ETF position peaked at $354K 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 TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.