Truvestments Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Truvestments Capital’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 Q1	–	Sell	-93	Closed	-$11.6K	–	849
2023 Q4	$11.6K	Hold	93	–	–	0.01%	505
2023 Q3	$10.7K	Hold	93	–	–	0.01%	446
2023 Q2	$11.4K	Buy	+93	New	+$11.4K	0.01%	440
2020 Q3	–	Sell	-33	Closed	-$3K	–	510
2020 Q2	$3K	Hold	33	–	–	﹤0.01%	494
2020 Q1	$2K	Buy	+33	New	+$3.25K	﹤0.01%	466
2019 Q4	–	Sell	-455	Closed	-$47K	–	499
2019 Q3	$47K	Hold	455	–	–	0.03%	275
2019 Q2	$46K	Hold	455	–	–	0.03%	297
2019 Q1	$45K	Buy	+455	New	+$43.7K	0.03%	294
2018 Q3	$323K	Sell	3,299 -46	-1%	-$4.46K	0.16%	133
2018 Q2	$310K	Buy	+3,345	New	+$308K	0.19%	127

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truvestments Capital's SDY Position: Q1 2024 in Review

Truvestments Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 93 shares — an estimated $11.6K sold.

Truvestments Capital first reported a position in SDY in Q2 2018 and held it in 10 quarters. The position peaked at $323K in Q3 2018. 1,113 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Truvestments Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Truvestments Capital sold 93 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $11.6K.
Truvestments Capital first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and held it in 10 quarters.
Truvestments Capital's State Street SPDR S&P Dividend ETF position peaked at $323K in Q3 2018.
1,113 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.