American Portfolios Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

American Portfolios 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
2022 Q3	$10.6M	Sell	94,886 -467	-0.5%	-$57.5K	0.45%	34
2022 Q2	$11.3M	Sell	95,353 -811	-0.8%	-$101K	0.46%	35
2022 Q1	$12.3M	Buy	96,164 +2,615	+3%	+$331K	0.42%	37
2021 Q4	$12.1M	Buy	93,549 +3,363	+4%	+$419K	0.41%	38
2021 Q3	$10.6M	Buy	90,186 +1,561	+2%	+$191K	0.4%	41
2021 Q2	$10.8M	Buy	88,625 +1,932	+2%	+$239K	0.42%	38
2021 Q1	$10.2M	Buy	86,693 +949	+1%	+$106K	0.45%	33
2020 Q4	$9.08M	Buy	85,744 +3,335	+4%	+$337K	0.46%	34
2020 Q3	$7.61M	Buy	82,409 +341	+0.4%	+$32.2K	0.44%	40
2020 Q2	$7.48M	Buy	82,068 +5,678	+7%	+$499K	0.49%	35
2020 Q1	$6.1M	Buy	76,390 +2,107	+3%	+$208K	0.51%	34
2019 Q4	$7.99M	Buy	74,283 +3,032	+4%	+$318K	0.57%	27
2019 Q3	$7.31M	Buy	71,251 +3,999	+6%	+$403K	0.6%	26
2019 Q2	$6.78M	Buy	67,252 +3,955	+6%	+$395K	0.57%	29
2019 Q1	$6.29M	Buy	63,297 +10,233	+19%	+$983K	0.59%	30
2018 Q4	$4.75M	Buy	53,064 +1,981	+4%	+$187K	0.59%	34
2018 Q3	$5M	Buy	51,083 +2,112	+4%	+$205K	0.57%	29
2018 Q2	$4.54M	Buy	48,971 +2,248	+5%	+$207K	0.62%	26
2018 Q1	$4.26M	Buy	46,723 +273	+0.6%	+$25.5K	0.63%	25
2017 Q4	$4.39M	Buy	+46,450	New	+$4.35M	0.69%	24

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

American Portfolios Advisors's SDY Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.49% in Q3 2022, selling an estimated $57.5K and leaving 94,886 shares worth $10.6M. The position accounts for 0.45% of the portfolio, ranked #34.

American Portfolios Advisors first reported a position in SDY in Q4 2017 and has held it in 20 quarters since. The position peaked at $12.3M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

American Portfolios Advisors held 94,886 shares of State Street SPDR S&P Dividend ETF worth $10.6M as of Q3 2022.
American Portfolios Advisors sold 467 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $57.5K.
State Street SPDR S&P Dividend ETF made up 0.45% of American Portfolios Advisors's portfolio in Q3 2022, its #34 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR S&P Dividend ETF position peaked at $12.3M in Q1 2022.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.