RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2021 Q2	–	Sell	-2,178	Closed	-$257K	–	1119
2021 Q1	$257K	Hold	2,178	–	–	0.09%	52
2020 Q4	$231K	Hold	2,178	–	–	0.08%	56
2020 Q3	$201K	Hold	2,178	–	–	0.08%	52
2020 Q2	$199K	Hold	2,178	–	–	0.08%	54
2020 Q1	$174K	Sell	2,178 -2,178	-50%	-$215K	0.06%	55
2019 Q4	$469K	Hold	4,356	–	–	0.16%	37
2019 Q3	$447K	Buy	+4,356	New	+$439K	0.16%	31
2019 Q2	–	Sell	-5,956	Closed	-$592K	–	1274
2019 Q1	$592K	Sell	5,956 -3,782	-39%	-$363K	0.24%	24
2018 Q4	$872K	Sell	9,738 -2,793	-22%	-$263K	0.33%	30
2018 Q3	$1.23M	Buy	12,531 +7,189	+135%	+$697K	0.43%	25
2018 Q2	$495K	Sell	5,342 -3,268	-38%	-$301K	0.18%	37
2018 Q1	$785K	Hold	8,610	–	–	0.29%	26
2017 Q4	$813K	Hold	8,610	–	–	0.32%	27
2017 Q3	$786K	Hold	8,610	–	–	0.32%	23
2017 Q2	$765K	Hold	8,610	–	–	0.33%	23
2017 Q1	$759K	Hold	8,610	–	–	0.37%	14
2016 Q4	$737K	Hold	8,610	–	–	0.39%	14
2016 Q3	$726K	Hold	8,610	–	–	0.39%	16
2016 Q2	$723K	Hold	8,610	–	–	0.4%	14
2016 Q1	$688K	Hold	8,610	–	–	0.39%	15
2015 Q4	$633K	Buy	8,610 +300	+4%	+$22.9K	0.38%	17
2015 Q3	$600K	Buy	8,310 +550	+7%	+$41.4K	0.36%	17
2015 Q2	$591K	Hold	7,760	–	–	0.35%	18
2015 Q1	$607K	Buy	7,760 +200	+3%	+$15.7K	0.36%	16
2014 Q4	$596K	Buy	7,560 +1,110	+17%	+$86.7K	0.36%	17
2014 Q3	$483K	Buy	6,450 +75	+1%	+$5.69K	0.36%	17
2014 Q2	$488K	Buy	6,375 +125	+2%	+$9.37K	0.37%	19
2014 Q1	$460K	Sell	6,250 -1,310	-17%	-$94.2K	0.37%	18
2013 Q4	$596K	Buy	+7,560	New	+$543K	0.36%	17

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

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

RJA

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

RAFFA WEALTH MANAGEMENT, LLC's SDY Position: Q2 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 2,178 shares — an estimated $257K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SDY in Q4 2013 and held it in 29 quarters. The position peaked at $1.23M in Q3 2018. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 2,178 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $257K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 29 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR S&P Dividend ETF position peaked at $1.23M in Q3 2018.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2021, filed 27 Jul 2026.