Western Pacific Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Western Pacific Wealth Management’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	-145	Closed	-$17.8K	–	285
2023 Q2	$17.8K	Hold	145	–	–	0.01%	190
2023 Q1	$17.9K	Hold	145	–	–	0.01%	187
2022 Q4	$18.1K	Hold	145	–	–	0.02%	180
2022 Q3	$16K	Hold	145	–	–	0.02%	183
2022 Q2	$17K	Hold	145	–	–	0.02%	131
2022 Q1	$18K	Sell	145 -350	-71%	-$44.2K	0.01%	148
2021 Q4	$63K	Buy	+495	New	+$61.6K	0.04%	95

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Western Pacific Wealth Management's SDY Position: Q3 2023 in Review

Western Pacific Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 145 shares — an estimated $17.8K sold.

Western Pacific Wealth Management first reported a position in SDY in Q4 2021 and held it in 7 quarters. The position peaked at $63K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Western Pacific Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 145 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $17.8K.
Western Pacific Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $63K in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Western Pacific Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.