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

WPWealth’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 Q1	–	Sell	-1,640	Closed	-$205K	–	67
2023 Q4	$205K	Buy	+1,640	New	+$193K	0.06%	58
2023 Q3	–	Sell	-1,683	Closed	-$206K	–	65
2023 Q2	$206K	Buy	+1,683	New	+$206K	0.09%	51

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPWealth's SDY Position: Q1 2024 in Review

WPWealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,640 shares — an estimated $205K sold.

WPWealth first reported a position in SDY in Q2 2023 and held it in 2 quarters. The position peaked at $206K in Q2 2023. 1,113 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

WPWealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
WPWealth sold 1,640 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $205K.
WPWealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 2 quarters.
WPWealth's State Street SPDR S&P Dividend ETF position peaked at $206K in Q2 2023.
1,113 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on WPWealth's 13F filing for Q1 2024, filed 16 May 2024.