Unionview LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Unionview LLC’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	$469K	Buy	3,552 +23	+0.7%	+$3.21K	0.34%	44
2024 Q3	$501K	Sell	3,529 -14	-0.4%	-$1.89K	0.39%	45
2024 Q2	$451K	Buy	3,543 +86	+2%	+$11.1K	0.37%	46
2024 Q1	$454K	Buy	3,457 +218	+7%	+$27.3K	0.38%	46
2023 Q4	$405K	Buy	3,239 +25	+0.8%	+$2.94K	0.36%	46
2023 Q3	$370K	Buy	3,214 +21	+0.7%	+$2.56K	0.35%	48
2023 Q2	$391K	Sell	3,193 -228	-7%	-$27.8K	0.36%	50
2023 Q1	$423K	Buy	3,421 +12	+0.4%	+$1.51K	0.4%	46
2022 Q4	$426K	Buy	3,409 +781	+30%	+$96.5K	0.43%	45
2022 Q3	$293K	Hold	2,628	–	–	0.33%	57
2022 Q2	$312K	Hold	2,628	–	–	0.35%	51
2022 Q1	$337K	Hold	2,628	–	–	0.31%	57
2021 Q4	$339K	Buy	+2,628	New	+$327K	0.32%	57

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

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

Unionview LLC's SDY Position: Q4 2024 in Review

Unionview LLC increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.65% in Q4 2024, buying an estimated $3.21K and bringing the position to 3,552 shares worth $469K. The position accounts for 0.34% of the portfolio, ranked #44.

Unionview LLC first reported a position in SDY in Q4 2021 and has held it in 13 quarters since. The position peaked at $501K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Unionview LLC held 3,552 shares of State Street SPDR S&P Dividend ETF worth $469K as of Q4 2024.
Unionview LLC bought 23 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $3.21K.
State Street SPDR S&P Dividend ETF made up 0.34% of Unionview LLC's portfolio in Q4 2024, its #44 holding.
Unionview LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's State Street SPDR S&P Dividend ETF position peaked at $501K 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 Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.