WRM
SDY icon

Weybosset Research & Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Weybosset Research & 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
Q2 		– Sell
-1,625
Closed -$201K – 55
2023
Q1 		$201K Hold
1,625
– – 0.08% 57
2022
Q4 		$203K Buy
+1,625
New +$201K 0.08% 55

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
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

Weybosset Research & Management's SDY Position: Q2 2023 in Review

Weybosset Research & Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 1,625 shares — an estimated $201K sold.

Weybosset Research & Management first reported a position in SDY in Q4 2022 and held it in 2 quarters. The position peaked at $203K in Q4 2022. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

  • Weybosset Research & Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Weybosset Research & Management sold 1,625 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $201K.
  • Weybosset Research & Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Weybosset Research & Management's State Street SPDR S&P Dividend ETF position peaked at $203K in Q4 2022.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Weybosset Research & Management's 13F filing for Q2 2023, filed 12 Jul 2023.