Amundi’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Amundi’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	-1,100	Closed	-$125K	–	2068
2023 Q3	$125K	Sell	1,100 -200	-15%	-$24.4K	﹤0.01%	1712
2023 Q2	$160K	Hold	1,300	–	–	﹤0.01%	1664
2023 Q1	$160K	Sell	1,300 -4,000	-75%	-$503K	﹤0.01%	1631
2022 Q4	$685K	Hold	5,300	–	–	﹤0.01%	1353
2022 Q3	$619K	Hold	5,300	–	–	﹤0.01%	1309
2022 Q2	$624K	Hold	5,300	–	–	﹤0.01%	1239
2022 Q1	$686K	Hold	5,300	–	–	﹤0.01%	1259
2021 Q4	$692K	Buy	+5,300	New	+$660K	﹤0.01%	1353

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

Amundi's SDY Position: Q4 2023 in Review

Amundi sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 1,100 shares — an estimated $125K sold.

Amundi first reported a position in SDY in Q4 2021 and held it in 8 quarters. The position peaked at $692K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Amundi reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Amundi sold 1,100 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $125K.
Amundi first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 8 quarters.
Amundi's State Street SPDR S&P Dividend ETF position peaked at $692K 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 Amundi's 13F filing for Q4 2023, filed 14 Feb 2024.