Alterity Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Alterity Financial Group’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	$238K	Hold	1,907	–	–	0.34%	66
2023 Q3	$219K	Hold	1,907	–	–	0.35%	67
2023 Q2	$234K	Sell	1,907 -35	-2%	-$4.28K	0.34%	68
2023 Q1	$240K	Hold	1,942	–	–	0.35%	67
2022 Q4	$243K	Hold	1,942	–	–	0.39%	61
2022 Q3	$217K	Hold	1,942	–	–	0.35%	70
2022 Q2	$230K	Buy	+1,942	New	+$242K	0.34%	73
2021 Q4	$251K	Buy	+1,942	New	+$242K	0.27%	82
2021 Q1	$249K	Buy	+1,942	New	+$218K	0.3%	71

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

Alterity Financial Group's SDY Position: Q4 2023 in Review

Alterity Financial Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2023 at 1,907 shares worth $238K. The position accounts for 0.34% of the portfolio, ranked #66.

Alterity Financial Group first reported a position in SDY in Q1 2021 and has held it in 9 quarters since. The position peaked at $251K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Alterity Financial Group held 1,907 shares of State Street SPDR S&P Dividend ETF worth $238K as of Q4 2023.
Alterity Financial Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2023.
State Street SPDR S&P Dividend ETF made up 0.34% of Alterity Financial Group's portfolio in Q4 2023, its #66 holding.
Alterity Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's State Street SPDR S&P Dividend ETF position peaked at $251K 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 Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.