Barnes Pettey Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Barnes Pettey Financial 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	-2,364	Closed	-$290K	–	97
2023 Q2	$290K	Hold	2,364	–	–	0.25%	73
2023 Q1	$292K	Buy	2,364 +2	+0.1%	+$252	0.28%	73
2022 Q4	$296K	Buy	2,362 +74	+3%	+$9.14K	0.3%	72
2022 Q3	$255K	Hold	2,288	–	–	0.35%	75
2022 Q2	$272K	Hold	2,288	–	–	0.35%	72
2022 Q1	$293K	Hold	2,288	–	–	0.35%	69
2021 Q4	$295K	Buy	+2,288	New	+$285K	0.34%	70

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

Barnes Pettey Financial Advisors's SDY Position: Q3 2023 in Review

Barnes Pettey Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 2,364 shares — an estimated $290K sold.

Barnes Pettey Financial Advisors first reported a position in SDY in Q4 2021 and held it in 7 quarters. The position peaked at $296K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Barnes Pettey Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 2,364 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $290K.
Barnes Pettey Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 7 quarters.
Barnes Pettey Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $296K in Q4 2022.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.