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Wintrust Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wintrust Investments’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 		$32K Sell
246
-378
-61% -$52.8K 0.03% 314
2024
Q3 		$88K Sell
624
-5,520
-90% -$747K 0.07% 229
2024
Q2 		$781K Hold
6,144
– – 0.06% 227
2024
Q1 		$806K Sell
6,144
-333
-5% -$41.8K 0.07% 217
2023
Q4 		$809K Buy
6,477
+526
+9% +$61.8K 0.08% 203
2023
Q3 		$684K Buy
5,951
+168
+3% +$20.5K 0.07% 220
2023
Q2 		$709K Buy
+5,783
New +$706K 0.07% 225
2022
Q4 		– Sell
-2,000
Closed -$223K – 408
2022
Q3 		$223K Sell
2,000
-150
-7% -$18.5K 0.03% 366
2022
Q2 		$255K Buy
2,150
+150
+8% +$18.7K 0.03% 327
2022
Q1 		$256K Buy
2,000
+100
+5% +$12.6K 0.02% 349
2021
Q4 		$245K Hold
1,900
– – 0.02% 372
2021
Q3 		$223K Buy
+1,900
New +$233K 0.03% 253
2021
Q2 		– Sell
-1,750
Closed -$207K – 444
2021
Q1 		$207K Buy
+1,750
New +$196K 0.02% 382
2020
Q1 		– Sell
-2,150
Closed -$231K – 360
2019
Q4 		$231K Hold
2,150
– – 0.03% 327
2019
Q3 		$221K Buy
+2,150
New +$217K 0.03% 328
2018
Q4 		– Sell
-2,299
Closed -$225K – 369
2018
Q3 		$225K Sell
2,299
-150
-6% -$14.5K 0.04% 326
2018
Q2 		$227K Hold
2,449
– – 0.04% 317
2018
Q1 		$223K Sell
2,449
-300
-11% -$28K 0.06% 235
2017
Q4 		$260K Sell
2,749
-600
-18% -$56.2K 0.06% 244
2017
Q3 		$306K Sell
3,349
-600
-15% -$53.8K 0.08% 221
2017
Q2 		$351K Sell
3,949
-315
-7% -$27.9K 0.09% 212
2017
Q1 		$376K Sell
4,264
-3,850
-47% -$336K 0.11% 192
2016
Q4 		$694K Buy
8,114
+275
+4% +$23.1K 0.29% 67
2016
Q3 		$661K Buy
7,839
+250
+3% +$21.3K 0.31% 66
2016
Q2 		$37K Buy
+7,589
New +$617K 0.07% 118

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wintrust Investments's SDY Position: Q4 2024 in Review

Wintrust Investments reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 61% in Q4 2024, selling an estimated $52.8K and leaving 246 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #314.

Wintrust Investments first reported a position in SDY in Q2 2016 and has held it in 25 quarters since. The position peaked at $809K in Q4 2023. 1,193 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Wintrust Investments held 246 shares of State Street SPDR S&P Dividend ETF worth $32K as of Q4 2024.
  • Wintrust Investments sold 378 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $52.8K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #314 holding.
  • Wintrust Investments first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 25 quarters since.
  • Wintrust Investments's State Street SPDR S&P Dividend ETF position peaked at $809K in Q4 2023.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.