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Alera Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Alera Investment Advisors’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 		$1.81M Hold
12,739
– – 0.21% 54
2024
Q2 		$1.62M Hold
12,739
– – 0.19% 57
2024
Q1 		$1.67M Hold
12,739
– – 0.23% 35
2023
Q4 		$1.59M Hold
12,739
– – 0.21% 35
2023
Q3 		$1.47M Sell
12,739
-2,236
-15% -$273K 0.24% 30
2023
Q2 		$1.84M Sell
14,975
-299
-2% -$36.5K 0.4% 26
2023
Q1 		$1.89M Hold
15,274
– – 0.44% 25
2022
Q4 		$1.91M Hold
15,274
– – 0.45% 26
2022
Q3 		$1.7M Sell
15,274
-58
-0.4% -$7.14K 0.48% 24
2022
Q2 		$1.82M Hold
15,332
– – 0.51% 22
2022
Q1 		$1.96M Hold
15,332
– – 0.45% 26
2021
Q4 		$1.98M Hold
15,332
– – 0.54% 24
2021
Q3 		$1.8M Hold
15,332
– – 0.53% 28
2021
Q2 		$1.88M Hold
15,332
– – 0.56% 26
2021
Q1 		$1.81M Sell
15,332
-224
-1% -$25.1K 0.6% 26
2020
Q4 		$1.65M Hold
15,556
– – 0.58% 24
2020
Q3 		$1.44M Hold
15,556
– – 0.57% 25
2020
Q2 		$1.42M Sell
15,556
-5,828
-27% -$512K 0.75% 26
2020
Q1 		$1.71M Sell
21,384
-1,918
-8% -$189K 1.03% 23
2019
Q4 		$2.51M Hold
23,302
– – 1.14% 16
2019
Q3 		$2.39M Hold
23,302
– – 1.18% 16
2019
Q2 		$2.35M Hold
23,302
– – 1.2% 17
2019
Q1 		$2.32M Sell
23,302
-2,992
-11% -$288K 1.13% 16
2018
Q4 		$2.35M Buy
+26,294
New +$2.48M 1.43% 15

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alera Investment Advisors's SDY Position: Q3 2024 in Review

Alera Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2024 at 12,739 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #54.

Alera Investment Advisors first reported a position in SDY in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.51M in Q4 2019. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

  • Alera Investment Advisors held 12,739 shares of State Street SPDR S&P Dividend ETF worth $1.81M as of Q3 2024.
  • Alera Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P Dividend ETF made up 0.21% of Alera Investment Advisors's portfolio in Q3 2024, its #54 holding.
  • Alera Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.51M in Q4 2019.
  • 1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

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