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

Affiance Financial’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 Q1	–	Sell	-200	Closed	-$25K	–	357
2022 Q4	$25K	Buy	+200	New	+$24.7K	0.01%	218
2020 Q2	–	Sell	-200	Closed	-$16K	–	138
2020 Q1	$16K	Hold	200	–	–	0.01%	113
2019 Q4	$22K	Buy	+200	New	+$21K	0.01%	124

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

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

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

Affiance Financial's SDY Position: Q1 2023 in Review

Affiance Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 200 shares — an estimated $25K sold.

Affiance Financial first reported a position in SDY in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Affiance Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 200 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $25K.
Affiance Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 3 quarters.
Affiance Financial's State Street SPDR S&P Dividend ETF position peaked at $25K in Q4 2022.
1,105 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.