Clear Perspectives Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clear Perspectives Financial Planning’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	$7.31M	Sell	59,084 -1,491	-2%	-$188K	4.1%	11
2022 Q4	$7.58M	Buy	60,575 +6,846	+13%	+$846K	4.03%	7
2022 Q3	$5.99M	Buy	53,729 +3,692	+7%	+$455K	2.94%	9
2022 Q2	$5.94M	Buy	50,037 +49,979	+86,171%	+$6.23M	2.32%	12
2022 Q1	$7K	Buy	58 +39	+205%	+$4.93K	﹤0.01%	178
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	213
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	203
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	192
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	175
2020 Q4	$2K	Buy	+19	New	+$1.92K	﹤0.01%	172

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

Clear Perspectives Financial Planning's SDY Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q1 2023, selling an estimated $188K and leaving 59,084 shares worth $7.31M. The position accounts for 4.1% of the portfolio, ranked #11.

Clear Perspectives Financial Planning first reported a position in SDY in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.58M in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Clear Perspectives Financial Planning held 59,084 shares of State Street SPDR S&P Dividend ETF worth $7.31M as of Q1 2023.
Clear Perspectives Financial Planning sold 1,491 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $188K.
State Street SPDR S&P Dividend ETF made up 4.1% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #11 holding.
Clear Perspectives Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street SPDR S&P Dividend ETF position peaked at $7.58M 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 Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.