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Williams & Novak’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Williams & Novak’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
Q4 		– Sell
-1,833
Closed -$260K – 142
2024
Q3 		$260K Hold
1,833
– – 0.24% 90
2024
Q2 		$233K Buy
+1,833
New +$236K 0.22% 98

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Williams & Novak's SDY Position: Q4 2024 in Review

Williams & Novak sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,833 shares — an estimated $260K sold.

Williams & Novak first reported a position in SDY in Q2 2024 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Williams & Novak reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Williams & Novak sold 1,833 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $260K.
  • Williams & Novak first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and held it in 2 quarters.
  • Williams & Novak's State Street SPDR S&P Dividend ETF position peaked at $260K in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Williams & Novak's 13F filing for Q4 2024, filed 23 Jan 2025.