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AFG Fiduciary Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

AFG Fiduciary Services’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
Q4 		– Sell
-1,534
Closed -$217K – 83
2024
Q3 		$217K Sell
1,534
-35
-2% -$4.73K 0.15% 67
2024
Q2 		$208K Hold
1,569
– – 0.14% 68
2024
Q1 		$204K Sell
1,569
-757
-33% -$95K 0.15% 75
2023
Q4 		$291K Sell
2,326
-2
-0.1% -$235 0.24% 58
2023
Q3 		$265K Sell
2,328
-159
-6% -$19.4K 0.23% 54
2023
Q2 		$306K Sell
2,487
-9,025
-78% -$1.1M 0.23% 58
2023
Q1 		$1.02M Buy
11,512
+8,378
+267% +$1.05M 0.95% 22
2022
Q4 		$392K Sell
3,134
-159
-5% -$19.6K 0.37% 44
2022
Q3 		$367K Buy
3,293
+66
+2% +$8.13K 0.35% 48
2022
Q2 		$383K Sell
3,227
-52
-2% -$6.48K 0.33% 55
2022
Q1 		$420K Sell
3,279
-2,814
-46% -$356K 0.3% 58
2021
Q4 		$787K Buy
+6,093
New +$758K 0.55% 34

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AFG Fiduciary Services's SDY Position: Q4 2024 in Review

AFG Fiduciary Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,534 shares — an estimated $217K sold.

AFG Fiduciary Services first reported a position in SDY in Q4 2021 and held it in 12 quarters. The position peaked at $1.02M in Q1 2023. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • AFG Fiduciary Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 1,534 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $217K.
  • AFG Fiduciary Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 12 quarters.
  • AFG Fiduciary Services's State Street SPDR S&P Dividend ETF position peaked at $1.02M in Q1 2023.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on AFG Fiduciary Services's 13F filing for Q4 2024, filed 17 Jan 2025.