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

WealthPLAN 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
2023 Q3	–	Sell	-70	Closed	-$8.58K	–	1006
2023 Q2	$8.58K	Hold	70	–	–	﹤0.01%	818
2023 Q1	$8.66K	Buy	+70	New	+$8.81K	﹤0.01%	896
2016 Q3	$79.9K	Sell	963 -34	-3%	-$2.9K	0.03%	259
2016 Q2	$41.5K	Buy	+997	New	+$81.1K	0.01%	1003

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's SDY Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 70 shares — an estimated $8.58K sold.

WealthPLAN Partners first reported a position in SDY in Q2 2016 and held it in 4 quarters. The position peaked at $79.9K in Q3 2016. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $8.58K.
WealthPLAN Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's State Street SPDR S&P Dividend ETF position peaked at $79.9K in Q3 2016.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.