Zacks Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Zacks Investment Management’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 Q3	–	Sell	-1,756	Closed	-$223K	–	763
2024 Q2	$223K	Sell	1,756 -83	-5%	-$10.7K	﹤0.01%	559
2024 Q1	$241K	Buy	1,839 +3	+0.2%	+$376	﹤0.01%	577
2023 Q4	$229K	Buy	1,836 +4	+0.2%	+$470	﹤0.01%	574
2023 Q3	$211K	Buy	1,832 +3	+0.2%	+$366	﹤0.01%	567
2023 Q2	$224K	Buy	+1,829	New	+$223K	﹤0.01%	579
2019 Q4	–	Sell	-2,873	Closed	-$295K	–	586
2019 Q3	$295K	Buy	+2,873	New	+$290K	0.01%	476
2019 Q1	–	Sell	-6,228	Closed	-$558K	–	588
2018 Q4	$558K	Buy	+6,228	New	+$587K	0.01%	427

Other funds holding SDY

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

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zacks Investment Management's SDY Position: Q3 2024 in Review

Zacks Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2024, closing a stake of 1,756 shares — an estimated $223K sold.

Zacks Investment Management first reported a position in SDY in Q4 2018 and held it in 7 quarters. The position peaked at $558K in Q4 2018. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

Zacks Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2024 after selling out during the quarter.
Zacks Investment Management sold 1,756 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $223K.
Zacks Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 7 quarters.
Zacks Investment Management's State Street SPDR S&P Dividend ETF position peaked at $558K in Q4 2018.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.