Atlas Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,300
Closed -$163K 955
2022
Q4
$163K Buy
1,300
+300
+30% +$37.1K 0.03% 376
2022
Q3
$112K Buy
1,000
+800
+400% +$98.5K 0.02% 428
2022
Q2
$23.7K Hold
200
﹤0.01% 658
2022
Q1
$25.6K Buy
+200
New +$25.3K ﹤0.01% 615

Other funds holding SDY

Atlas Capital Advisors's SDY Position: Q1 2023 in Review

Atlas Capital Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 1,300 shares — an estimated $163K sold.

Atlas Capital Advisors first reported a position in SDY in Q1 2022 and held it in 4 quarters. The position peaked at $163K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Atlas Capital Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,300 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $163K.
  • Atlas Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 4 quarters.
  • Atlas Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $163K in Q4 2022.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.