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

ViaWealth’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 		– Sell
-1,451
Closed -$206K – 152
2024
Q3 		$206K Buy
+1,451
New +$196K 0.12% 147

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

ViaWealth's SDY Position: Q4 2024 in Review

ViaWealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,451 shares — an estimated $206K sold.

ViaWealth first reported a position in SDY in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • ViaWealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • ViaWealth sold 1,451 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $206K.
  • ViaWealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and held it in 1 quarter.
  • ViaWealth's State Street SPDR S&P Dividend ETF position peaked at $206K 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 ViaWealth's 13F filing for Q4 2024, filed 11 Feb 2025.