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

Tyler-Stone 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
2024 Q3	–	Sell	-666	Closed	-$84.7K	–	828
2024 Q2	$84.7K	Sell	666 -94	-12%	-$12.1K	0.03%	307
2024 Q1	$99.7K	Buy	760 +15	+2%	+$1.88K	0.04%	277
2023 Q4	$93K	Buy	745 +53	+8%	+$6.22K	0.05%	274
2023 Q3	$80K	Sell	692 -90	-12%	-$11K	0.05%	278
2023 Q2	$96K	Buy	+782	New	+$95.5K	0.05%	255
2022 Q4	$90K	Hold	722	–	–	0.06%	248
2022 Q3	$81K	Buy	722 +21	+3%	+$2.59K	0.06%	243
2022 Q2	$83K	Buy	701 +260	+59%	+$32.4K	0.06%	258
2022 Q1	$56K	Buy	441 +48	+12%	+$6.07K	0.03%	327
2021 Q4	$51K	Buy	+393	New	+$48.9K	0.03%	356

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Tyler-Stone Wealth Management's SDY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2024, closing a stake of 666 shares — an estimated $84.7K sold.

Tyler-Stone Wealth Management first reported a position in SDY in Q4 2021 and held it in 10 quarters. The position peaked at $99.7K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 666 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $84.7K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $99.7K in Q1 2024.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.