Column Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Column Capital 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
2023 Q3	$529K	Hold	4,600	–	–	0.08%	81
2023 Q2	$564K	Buy	4,600 +1,800	+64%	+$220K	0.08%	79
2023 Q1	$346K	Hold	2,800	–	–	0.05%	94
2022 Q4	$350K	Sell	2,800 -200,700	-99%	-$24.8M	0.06%	83
2022 Q3	$513K	Buy	203,500 +198,900	+4,324%	+$24.5M	0.11%	60
2022 Q2	$546K	Hold	4,600	–	–	0.1%	60
2022 Q1	$589K	Hold	4,600	–	–	0.11%	63
2021 Q4	$594K	Hold	4,600	–	–	0.11%	65
2021 Q3	$541K	Hold	4,600	–	–	0.11%	64
2021 Q2	$562K	Hold	4,600	–	–	0.12%	64
2021 Q1	$543K	Hold	4,600	–	–	0.12%	61
2020 Q4	$487K	Buy	4,600 +3,600	+360%	+$364K	0.12%	60
2020 Q3	$92K	Hold	1,000	–	–	0.03%	164
2020 Q2	$91K	Hold	1,000	–	–	0.03%	163
2020 Q1	$80K	Hold	1,000	–	–	0.03%	142
2019 Q4	$107K	Buy	+1,000	New	+$105K	0.05%	142

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RJA

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

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

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

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

Column Capital Advisors's SDY Position: Q3 2023 in Review

Column Capital Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2023 at 4,600 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #81.

Column Capital Advisors first reported a position in SDY in Q4 2019 and has held it in 16 quarters since. The position peaked at $594K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Column Capital Advisors held 4,600 shares of State Street SPDR S&P Dividend ETF worth $529K as of Q3 2023.
Column Capital Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2023.
State Street SPDR S&P Dividend ETF made up 0.08% of Column Capital Advisors's portfolio in Q3 2023, its #81 holding.
Column Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $594K in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.