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

Alhambra 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
2023 Q1	–	Sell	-1,617	Closed	-$202K	–	148
2022 Q4	$202K	Sell	1,617 -552	-25%	-$68.2K	0.15%	138
2022 Q3	$242K	Hold	2,169	–	–	0.18%	123
2022 Q2	$257K	Sell	2,169 -82	-4%	-$10.2K	0.19%	124
2022 Q1	$288K	Buy	+2,251	New	+$284K	0.19%	127

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

Alhambra Investment Management's SDY Position: Q1 2023 in Review

Alhambra Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 1,617 shares — an estimated $202K sold.

Alhambra Investment Management first reported a position in SDY in Q1 2022 and held it in 4 quarters. The position peaked at $288K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Alhambra Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
Alhambra Investment Management sold 1,617 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $202K.
Alhambra Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 4 quarters.
Alhambra Investment Management's State Street SPDR S&P Dividend ETF position peaked at $288K in Q1 2022.
1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Alhambra Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.