Clarkston Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clarkston Capital 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 Q4	–	Sell	-975	Closed	-$112K	–	172
2023 Q3	$112K	Buy	975 +175	+22%	+$21.4K	﹤0.01%	141
2023 Q2	$98.1K	Hold	800	–	–	﹤0.01%	147
2023 Q1	$99K	Sell	800 -100	-11%	-$12.6K	﹤0.01%	151
2022 Q4	$113K	Hold	900	–	–	﹤0.01%	161
2022 Q3	$100K	Hold	900	–	–	﹤0.01%	160
2022 Q2	$107K	Hold	900	–	–	﹤0.01%	170
2022 Q1	$115K	Buy	+900	New	+$114K	﹤0.01%	176

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarkston Capital Partners's SDY Position: Q4 2023 in Review

Clarkston Capital Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 975 shares — an estimated $112K sold.

Clarkston Capital Partners first reported a position in SDY in Q1 2022 and held it in 7 quarters. The position peaked at $115K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Clarkston Capital Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Clarkston Capital Partners sold 975 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $112K.
Clarkston Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 7 quarters.
Clarkston Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $115K in Q1 2022.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Clarkston Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.