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

Benedict 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
2021 Q3	–	Sell	-1,714	Closed	-$210K	–	130
2021 Q2	$210K	Sell	1,714 -49	-3%	-$6.06K	0.06%	129
2021 Q1	$208K	Buy	+1,763	New	+$198K	0.06%	128
2020 Q1	–	Sell	-2,000	Closed	-$215K	–	100
2019 Q4	$215K	Sell	2,000 -130	-6%	-$13.6K	0.08%	101
2019 Q3	$219K	Sell	2,130 -291	-12%	-$29.3K	0.09%	99
2019 Q2	$244K	Buy	2,421 +9	+0.4%	+$900	0.1%	99
2019 Q1	$240K	Sell	2,412 -25	-1%	-$2.4K	0.1%	99
2018 Q4	$218K	Sell	2,437 -19	-0.8%	-$1.79K	0.11%	99
2018 Q3	$241K	Sell	2,456 -47	-2%	-$4.55K	0.11%	100
2018 Q2	$232K	Sell	2,503 -21	-0.8%	-$1.93K	0.11%	96
2018 Q1	$230K	Sell	2,524 -66	-3%	-$6.17K	0.12%	98
2017 Q4	$245K	Sell	2,590 -10	-0.4%	-$937	0.12%	101
2017 Q3	$237K	Sell	2,600 -816	-24%	-$73.1K	0.12%	102
2017 Q2	$307K	Sell	3,416 -92	-3%	-$8.15K	0.16%	93
2017 Q1	$309K	Sell	3,508 -653	-16%	-$57.1K	0.17%	89
2016 Q4	$356K	Sell	4,161 -203	-5%	-$17.1K	0.21%	79
2016 Q3	$362K	Sell	4,364 -446	-9%	-$38K	0.21%	74
2016 Q2	$404K	Sell	4,810 -829	-15%	-$67.4K	0.24%	74
2016 Q1	$451K	Sell	5,639 -28	-0.5%	-$2.07K	0.27%	70
2015 Q4	$417K	Sell	5,667 -953	-14%	-$72.6K	0.26%	68
2015 Q3	$478K	Sell	6,620 -439	-6%	-$33K	0.33%	67
2015 Q2	$541K	Sell	7,059 -970	-12%	-$76K	0.35%	66
2015 Q1	$630K	Sell	8,029 -315	-4%	-$24.7K	0.4%	62
2014 Q4	$655K	Buy	+8,344	New	+$652K	0.43%	61

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benedict Financial Advisors's SDY Position: Q3 2021 in Review

Benedict Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 1,714 shares — an estimated $210K sold.

Benedict Financial Advisors first reported a position in SDY in Q4 2014 and held it in 23 quarters. The position peaked at $655K in Q4 2014. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Benedict Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
Benedict Financial Advisors sold 1,714 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $210K.
Benedict Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 23 quarters.
Benedict Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $655K in Q4 2014.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Benedict Financial Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.