Accel Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-623	Closed	-$77.1K	–	735
2023 Q1	$77.1K	Buy	623 +2	+0.3%	+$252	0.03%	382
2022 Q4	$77.7K	Buy	621 +14	+2%	+$1.73K	0.04%	278
2022 Q3	$71K	Buy	607 +3	+0.5%	+$370	0.04%	306
2022 Q2	$72K	Buy	604 +201	+50%	+$25.1K	0.04%	287
2022 Q1	$52K	Hold	403	–	–	0.03%	374
2021 Q4	$52K	Hold	403	–	–	0.03%	375
2021 Q3	$47K	Buy	403 +200	+99%	+$24.5K	0.03%	333
2021 Q2	$25K	Hold	203	–	–	0.02%	478
2021 Q1	$24K	Buy	+203	New	+$22.8K	0.02%	460

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Accel Wealth Management's SDY Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 623 shares — an estimated $77.1K sold.

Accel Wealth Management first reported a position in SDY in Q1 2021 and held it in 9 quarters. The position peaked at $77.7K in Q4 2022. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 623 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $77.1K.
Accel Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $77.7K in Q4 2022.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.