Community Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Community Bank’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 Q2	–	Sell	-237	Closed	-$29.3K	–	459
2023 Q1	$29.3K	Hold	237	–	–	﹤0.01%	311
2022 Q4	$29.6K	Hold	237	–	–	﹤0.01%	314
2022 Q3	$26K	Sell	237 -1	-0.4%	-$123	﹤0.01%	320
2022 Q2	$28K	Buy	+238	New	+$29.7K	﹤0.01%	316
2021 Q1	–	Sell	-80	Closed	-$8K	–	499
2020 Q4	$8K	Hold	80	–	–	﹤0.01%	412
2020 Q3	$7K	Hold	80	–	–	﹤0.01%	407
2020 Q2	$7K	Hold	80	–	–	﹤0.01%	407
2020 Q1	$6K	Hold	80	–	–	﹤0.01%	363
2019 Q4	$9K	Hold	80	–	–	﹤0.01%	366
2019 Q3	$8K	Sell	80 -110	-58%	-$11.1K	﹤0.01%	370
2019 Q2	$19K	Hold	190	–	–	﹤0.01%	328
2019 Q1	$19K	Hold	190	–	–	﹤0.01%	334
2018 Q4	$17K	Hold	190	–	–	﹤0.01%	330
2018 Q3	$19K	Hold	190	–	–	﹤0.01%	350
2018 Q2	$18K	Hold	190	–	–	﹤0.01%	357
2018 Q1	$17K	Hold	190	–	–	﹤0.01%	370
2017 Q4	$18K	Buy	190 +80	+73%	+$7.5K	﹤0.01%	461
2017 Q3	$10K	Hold	110	–	–	﹤0.01%	465
2017 Q2	$10K	Hold	110	–	–	﹤0.01%	455
2017 Q1	$10K	Hold	110	–	–	﹤0.01%	349
2016 Q4	$9K	Hold	110	–	–	﹤0.01%	369
2016 Q3	$9K	Hold	110	–	–	﹤0.01%	371
2016 Q2	$9K	Hold	110	–	–	﹤0.01%	371
2016 Q1	$9K	Hold	110	–	–	﹤0.01%	365
2015 Q4	$8K	Buy	+110	New	+$8.38K	﹤0.01%	385

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 22.9% 1-Year Est. Return

Community Bank's SDY Position: Q2 2023 in Review

Community Bank sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 237 shares — an estimated $29.3K sold.

Community Bank first reported a position in SDY in Q4 2015 and held it in 25 quarters. The position peaked at $29.6K in Q4 2022. 1,094 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Community Bank reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Community Bank sold 237 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $29.3K.
Community Bank first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 25 quarters.
Community Bank's State Street SPDR S&P Dividend ETF position peaked at $29.6K in Q4 2022.
1,094 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Community Bank's 13F filing for Q2 2023, filed 1 Aug 2023.