Wolff Wiese Magana’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-111	Closed	-$12.8K	–	826
2023 Q3	$12.8K	Hold	111	–	–	0.01%	322
2023 Q2	$13.6K	Buy	111 +1	+0.9%	+$122	0.01%	316
2023 Q1	$13.6K	Hold	110	–	–	0.01%	314
2022 Q4	$13.8K	Sell	110 -1,452	-93%	-$179K	0.01%	305
2022 Q3	$174K	Sell	1,562 -1	-0.1%	-$123	0.14%	118
2022 Q2	$185K	Buy	1,563 +778	+99%	+$97K	0.14%	117
2022 Q1	$101K	Buy	+785	New	+$99.2K	0.07%	184

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolff Wiese Magana's SDY Position: Q4 2023 in Review

Wolff Wiese Magana sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 111 shares — an estimated $12.8K sold.

Wolff Wiese Magana first reported a position in SDY in Q1 2022 and held it in 7 quarters. The position peaked at $185K in Q2 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Wolff Wiese Magana reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 111 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $12.8K.
Wolff Wiese Magana first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 7 quarters.
Wolff Wiese Magana's State Street SPDR S&P Dividend ETF position peaked at $185K in Q2 2022.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.