Alliance Wealth Advisors (Pennsylvania)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 Q2	–	Sell	-2,543	Closed	-$315K	–	130
2023 Q1	$315K	Hold	2,543	–	–	0.24%	86
2022 Q4	$318K	Hold	2,543	–	–	0.27%	80
2022 Q3	$284K	Sell	2,543 -224	-8%	-$27.6K	0.26%	78
2022 Q2	$328K	Buy	2,767 +1	+0%	+$125	0.28%	75
2022 Q1	$354K	Hold	2,766	–	–	0.29%	78
2021 Q4	$357K	Buy	2,766 +100	+4%	+$12.4K	0.29%	77
2021 Q3	$313K	Hold	2,666	–	–	0.28%	80
2021 Q2	$326K	Hold	2,666	–	–	0.29%	78
2021 Q1	$315K	Sell	2,666 -177	-6%	-$19.8K	0.31%	75
2020 Q4	$301K	Buy	+2,843	New	+$288K	0.32%	75

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Alliance Wealth Advisors (Pennsylvania)'s SDY Position: Q2 2023 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 2,543 shares — an estimated $315K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in SDY in Q4 2020 and held it in 10 quarters. The position peaked at $357K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Alliance Wealth Advisors (Pennsylvania) reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 2,543 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $315K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 10 quarters.
Alliance Wealth Advisors (Pennsylvania)'s State Street SPDR S&P Dividend ETF position peaked at $357K in Q4 2021.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 24 Jul 2023.