Arcadia Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Arcadia Investment 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
2019 Q3	–	Sell	-286	Closed	-$28.9K	–	73
2019 Q2	$28.9K	Sell	286 -39,362	-99%	-$3.94M	0.02%	46
2019 Q1	$3.94M	Buy	39,648 +33,210	+516%	+$3.19M	2.97%	12
2018 Q4	$576K	Buy	+6,438	New	+$607K	0.51%	19
2018 Q1	–	Sell	-26	Closed	-$2.23K	–	67
2017 Q4	$2.23K	Buy	+26	New	+$2.44K	﹤0.01%	59

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

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Arcadia Investment Advisors's SDY Position: Q3 2019 in Review

Arcadia Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 286 shares — an estimated $28.9K sold.

Arcadia Investment Advisors first reported a position in SDY in Q4 2017 and held it in 4 quarters. The position peaked at $3.94M in Q1 2019. 751 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

Arcadia Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
Arcadia Investment Advisors sold 286 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $28.9K.
Arcadia Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 4 quarters.
Arcadia Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.94M in Q1 2019.
751 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Arcadia Investment Advisors's 13F filing for Q3 2019, filed 19 Dec 2024.