YorkBridge Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$2.71M	Buy	21,689 +2,437	+13%	+$301K	0.69%	41
2022 Q3	$2.15M	Buy	19,252 +16	+0.1%	+$1.97K	0.55%	48
2022 Q2	$2.28M	Buy	19,236 +907	+5%	+$113K	0.6%	41
2022 Q1	$2.35M	Buy	18,329 +305	+2%	+$38.5K	0.52%	50
2021 Q4	$2.33M	Buy	18,024 +19	+0.1%	+$2.37K	0.52%	50
2021 Q3	$2.12M	Buy	18,005 +16	+0.1%	+$1.96K	0.53%	54
2021 Q2	$2.2M	Sell	17,989 -10	-0.1%	-$1.24K	0.57%	50
2021 Q1	$2.12M	Buy	17,999 +679	+4%	+$76.1K	0.63%	47
2020 Q4	$1.83M	Buy	17,320 +24	+0.1%	+$2.43K	0.61%	47
2020 Q3	$1.6M	Buy	17,296 +34	+0.2%	+$3.21K	0.67%	44
2020 Q2	$1.57M	Sell	17,262 -536	-3%	-$47.1K	0.72%	42
2020 Q1	$1.42M	Sell	17,798 -197	-1%	-$19.4K	0.87%	37
2019 Q4	$1.94M	Buy	17,995 +132	+0.7%	+$13.9K	0.89%	35
2019 Q3	$1.83M	Buy	17,863 +464	+3%	+$46.8K	0.92%	35
2019 Q2	$1.75M	Buy	17,399 +14	+0.1%	+$1.4K	0.78%	34
2019 Q1	$1.73M	Sell	17,385 -109	-0.6%	-$10.5K	0.8%	37
2018 Q4	$1.57M	Buy	17,494 +12	+0.1%	+$1.13K	0.83%	31
2018 Q3	$1.71M	Sell	17,482 -477	-3%	-$46.2K	0.78%	32
2018 Q2	$1.67M	Buy	17,959 +15	+0.1%	+$1.38K	0.73%	33
2018 Q1	$1.64M	Buy	17,944 +433	+2%	+$40.5K	0.75%	31
2017 Q4	$1.59M	Sell	17,511 -2,366	-12%	-$222K	0.77%	31
2017 Q3	$1.81M	Sell	19,877 -738	-4%	-$66.1K	0.94%	22
2017 Q2	$1.85M	Buy	20,615 +110	+0.5%	+$9.75K	0.98%	21
2017 Q1	$1.81M	Buy	20,505 +12,512	+157%	+$1.09M	0.95%	23
2016 Q4	$685K	Buy	+7,993	New	+$672K	0.4%	68

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

RJA

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

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

JIC

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

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

YorkBridge Wealth Partners's SDY Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q4 2022, buying an estimated $301K and bringing the position to 21,689 shares worth $2.71M. The position accounts for 0.69% of the portfolio, ranked #41.

YorkBridge Wealth Partners first reported a position in SDY in Q4 2016 and has held it in 25 quarters since. 1,122 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

YorkBridge Wealth Partners held 21,689 shares of State Street SPDR S&P Dividend ETF worth $2.71M as of Q4 2022.
YorkBridge Wealth Partners bought 2,437 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $301K.
State Street SPDR S&P Dividend ETF made up 0.69% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #41 holding.
YorkBridge Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 25 quarters since.
1,122 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.