Cetera Advisor Networks’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$64.5M	Sell	491,616 -26,779	-5%	-$3.36M	0.32%	64
2023 Q4	$64.8M	Sell	518,395 -3,376	-0.6%	-$396K	0.36%	54
2023 Q3	$60M	Buy	521,771 +132,502	+34%	+$16.2M	0.38%	54
2023 Q2	$47.5M	Buy	389,269 +13,433	+4%	+$1.64M	0.33%	60
2023 Q1	$46.5M	Buy	375,836 +6,522	+2%	+$821K	0.34%	56
2022 Q4	$46.2M	Buy	369,314 +33,269	+10%	+$4.11M	0.37%	47
2022 Q3	$37.5M	Buy	336,045 +6,440	+2%	+$793K	0.47%	31
2022 Q2	$39.1M	Buy	329,605 +9,964	+3%	+$1.24M	0.5%	26
2022 Q1	$40.9M	Buy	319,641 +16,134	+5%	+$2.04M	0.5%	32
2021 Q4	$39.2M	Buy	303,507 +10,852	+4%	+$1.35M	0.48%	29
2021 Q3	$34.4M	Buy	292,655 +15,471	+6%	+$1.89M	0.47%	31
2021 Q2	$33.9M	Buy	277,184 +63,445	+30%	+$7.84M	0.48%	29
2021 Q1	$25.2M	Buy	213,739 +23,795	+13%	+$2.67M	0.54%	31
2020 Q4	$20.1M	Buy	189,944 +433	+0.2%	+$43.8K	0.47%	42
2020 Q3	$17.5M	Buy	189,511 +1,955	+1%	+$184K	0.46%	41
2020 Q2	$17.1M	Buy	187,556 +3,005	+2%	+$264K	0.46%	44
2020 Q1	$14.6M	Buy	184,551 +8,523	+5%	+$841K	0.48%	47
2019 Q4	$18.9M	Buy	176,028 +11,940	+7%	+$1.25M	0.51%	43
2019 Q3	$16.8M	Buy	164,088 +13,726	+9%	+$1.38M	0.51%	45
2019 Q2	$15.2M	Buy	150,362 +13,432	+10%	+$1.34M	0.47%	49
2019 Q1	$13.6M	Buy	136,930 +33,536	+32%	+$3.22M	0.44%	51
2018 Q4	$9.26M	Buy	103,394 +4,337	+4%	+$409K	0.36%	56
2018 Q3	$9.7M	Buy	99,057 +38,937	+65%	+$3.77M	0.34%	59
2018 Q2	$5.57M	Sell	60,120 -372	-0.6%	-$34.3K	0.28%	72
2018 Q1	$5.51M	Sell	60,492 -2,635	-4%	-$246K	0.24%	92
2017 Q4	$5.96M	Buy	63,127 +3,411	+6%	+$320K	0.25%	90
2017 Q3	$5.45M	Sell	59,716 -2,801	-4%	-$251K	0.25%	90
2017 Q2	$5.55M	Sell	62,517 -14,186	-18%	-$1.26M	0.26%	87
2017 Q1	$6.76M	Buy	76,703 +4,451	+6%	+$389K	0.32%	71
2016 Q4	$6.19M	Sell	72,252 -30,920	-30%	-$2.6M	0.32%	70
2016 Q3	$8.7M	Buy	103,172 +38,787	+60%	+$3.31M	0.33%	62
2016 Q2	$5.4M	Buy	64,385 +4,102	+7%	+$333K	0.31%	77
2016 Q1	$4.82M	Sell	60,283 -3,694	-6%	-$274K	0.3%	73
2015 Q4	$4.71M	Sell	63,977 -1,115	-2%	-$85K	0.3%	77
2015 Q3	$4.7M	Sell	65,092 -19,333	-23%	-$1.46M	0.32%	64
2015 Q2	$6.61M	Hold	84,425	–	–	0.42%	47
2015 Q1	$6.61M	Sell	84,425 -4,595	-5%	-$360K	0.42%	46
2014 Q4	$7.03M	Buy	89,020 +5,493	+7%	+$429K	0.5%	40
2014 Q3	$6.25M	Buy	83,527 +6,596	+9%	+$501K	0.43%	54
2014 Q2	$5.89M	Buy	76,931 +511	+0.7%	+$38.3K	0.39%	55
2014 Q1	$5.62M	Sell	76,420 -52,896	-41%	-$3.8M	0.4%	54
2013 Q4	$9.39M	Buy	129,316 +35,312	+38%	+$2.54M	0.72%	24
2013 Q3	$6.49M	Buy	94,004 +29,872	+47%	+$2.06M	0.56%	40
2013 Q2	$4.26M	Buy	+64,132	New	+$4.32M	0.42%	52

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cetera Advisor Networks's SDY Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.2% in Q1 2024, selling an estimated $3.36M and leaving 491,616 shares worth $64.5M. The position accounts for 0.32% of the portfolio, ranked #64.

Cetera Advisor Networks first reported a position in SDY in Q2 2013 and has held it in 44 quarters since. The position peaked at $64.8M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Cetera Advisor Networks held 491,616 shares of State Street SPDR S&P Dividend ETF worth $64.5M as of Q1 2024.
Cetera Advisor Networks sold 26,779 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $3.36M.
State Street SPDR S&P Dividend ETF made up 0.32% of Cetera Advisor Networks's portfolio in Q1 2024, its #64 holding.
Cetera Advisor Networks first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 44 quarters since.
Cetera Advisor Networks's State Street SPDR S&P Dividend ETF position peaked at $64.8M in Q4 2023.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.