WWP
SDY icon

Walden Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Walden Wealth Partners’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
Q2 		$883K Hold
6,941
– – 0.49% 33
2024
Q1 		$892K Hold
6,941
– – 0.52% 31
2023
Q4 		$867K Buy
+6,941
New +$815K 0.55% 33

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walden Wealth Partners's SDY Position: Q2 2024 in Review

Walden Wealth Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2024 at 6,941 shares worth $883K. The position accounts for 0.49% of the portfolio, ranked #33.

Walden Wealth Partners first reported a position in SDY in Q4 2023 and has held it in 3 quarters since. The position peaked at $892K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

  • Walden Wealth Partners held 6,941 shares of State Street SPDR S&P Dividend ETF worth $883K as of Q2 2024.
  • Walden Wealth Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2024.
  • State Street SPDR S&P Dividend ETF made up 0.49% of Walden Wealth Partners's portfolio in Q2 2024, its #33 holding.
  • Walden Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $892K in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.