Cedar Brook Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cedar Brook Financial Partners’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 Q1	–	Sell	-2,229	Closed	-$279K	–	404
2022 Q4	$279K	Sell	2,229 -69	-3%	-$8.52K	0.08%	277
2022 Q3	$256K	Buy	+2,298	New	+$283K	0.08%	270
2022 Q2	–	Sell	-1,739	Closed	-$223K	–	387
2022 Q1	$223K	Sell	1,739 -261	-13%	-$33K	0.06%	340
2021 Q4	$258K	Buy	+2,000	New	+$249K	0.07%	312

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

Cedar Brook Financial Partners's SDY Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 2,229 shares — an estimated $279K sold.

Cedar Brook Financial Partners first reported a position in SDY in Q4 2021 and held it in 4 quarters. The position peaked at $279K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Cedar Brook Financial Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,229 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $279K.
Cedar Brook Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 4 quarters.
Cedar Brook Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $279K 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 Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.