All Season Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

All Season Financial 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
2023 Q4	–	Sell	-6,527	Closed	-$751K	–	114
2023 Q3	$751K	Buy	6,527 +47	+0.7%	+$5.74K	0.76%	31
2023 Q2	$794K	Sell	6,480 -342	-5%	-$41.8K	0.71%	32
2023 Q1	$844K	Buy	6,822 +266	+4%	+$33.5K	0.76%	28
2022 Q4	$820K	Sell	6,556 -4,283	-40%	-$529K	0.72%	32
2022 Q3	$1.21M	Buy	10,839 +3,721	+52%	+$458K	1.31%	18
2022 Q2	$845K	Sell	7,118 -4,731	-40%	-$590K	0.72%	32
2022 Q1	$1.52M	Buy	11,849 +12	+0.1%	+$1.52K	1.08%	23
2021 Q4	$1.53M	Buy	11,837 +7,256	+158%	+$903K	1.06%	25
2021 Q3	$538K	Buy	+4,581	New	+$561K	0.43%	53

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

All Season Financial Advisors's SDY Position: Q4 2023 in Review

All Season Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 6,527 shares — an estimated $751K sold.

All Season Financial Advisors first reported a position in SDY in Q3 2021 and held it in 9 quarters. The position peaked at $1.53M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

All Season Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
All Season Financial Advisors sold 6,527 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $751K.
All Season Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and held it in 9 quarters.
All Season Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.53M in Q4 2021.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on All Season Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.