Westwood Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
RJA
JIC
Westwood Wealth Management's SDY Position: Q1 2023 in Review
Westwood Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 1,615 shares — an estimated $202K sold.
Westwood Wealth Management first reported a position in SDY in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.
- Westwood Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
- Westwood Wealth Management sold 1,615 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $202K.
- Westwood Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 1 quarter.
- Westwood Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $202K in Q4 2022.
- 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.
Based on Westwood Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.