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

BDO 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 Q2	$107K	Buy	875 +10	+1%	+$1.22K	0.01%	335
2023 Q1	$107K	Hold	865	–	–	0.01%	315
2022 Q4	$108K	Hold	865	–	–	0.01%	320
2022 Q3	$96K	Hold	865	–	–	0.01%	329
2022 Q2	$103K	Hold	865	–	–	0.01%	323
2022 Q1	$111K	Hold	865	–	–	0.01%	325
2021 Q4	$112K	Hold	865	–	–	0.01%	342
2021 Q3	$102K	Hold	865	–	–	0.01%	352
2021 Q2	$106K	Hold	865	–	–	0.01%	362
2021 Q1	$102K	Buy	865 +300	+53%	+$33.6K	0.01%	355
2020 Q4	$60K	Buy	565 +400	+242%	+$40.5K	0.01%	337
2020 Q3	$15K	Sell	165 -319	-66%	-$30.1K	﹤0.01%	453
2020 Q2	$44K	Hold	484	–	–	0.01%	342
2020 Q1	$39K	Buy	+484	New	+$47.7K	0.01%	362
2018 Q1	–	Sell	-6,500	Closed	-$614K	–	611
2017 Q4	$614K	Buy	6,500 +4,925	+313%	+$461K	0.28%	68
2017 Q3	$144K	Buy	1,575 +200	+15%	+$17.9K	0.07%	121
2017 Q2	$122K	Buy	+1,375	New	+$122K	0.05%	152

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

BDO Wealth Advisors's SDY Position: Q2 2023 in Review

BDO Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 1.2% in Q2 2023, buying an estimated $1.22K and bringing the position to 875 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #335.

BDO Wealth Advisors first reported a position in SDY in Q2 2017 and has held it in 17 quarters since. The position peaked at $614K in Q4 2017. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

BDO Wealth Advisors held 875 shares of State Street SPDR S&P Dividend ETF worth $107K as of Q2 2023.
BDO Wealth Advisors bought 10 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $1.22K.
State Street SPDR S&P Dividend ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #335 holding.
BDO Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 17 quarters since.
BDO Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $614K in Q4 2017.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.