Amplius Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Amplius Wealth 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 Q3	–	Sell	-1,800	Closed	-$221K	–	169
2023 Q2	$221K	Hold	1,800	–	–	0.03%	153
2023 Q1	$223K	Hold	1,800	–	–	0.03%	150
2022 Q4	$225K	Sell	1,800 -65	-3%	-$8.03K	0.04%	141
2022 Q3	$208K	Hold	1,865	–	–	0.04%	146
2022 Q2	$221K	Sell	1,865 -229	-11%	-$28.6K	0.04%	150
2022 Q1	$268K	Sell	2,094 -470	-18%	-$59.4K	0.04%	146
2021 Q4	$331K	Buy	+2,564	New	+$319K	0.05%	145

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Amplius Wealth Advisors's SDY Position: Q3 2023 in Review

Amplius Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 1,800 shares — an estimated $221K sold.

Amplius Wealth Advisors first reported a position in SDY in Q4 2021 and held it in 7 quarters. The position peaked at $331K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Amplius Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 1,800 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $221K.
Amplius Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 7 quarters.
Amplius Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $331K in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Amplius Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.