Comprehensive Financial Consultants Institutional’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q4	–	Sell	-1,414	Closed	-$201K	–	176
2024 Q3	$201K	Buy	+1,414	New	+$191K	0.07%	164
2023 Q3	–	Sell	-2,062	Closed	-$254K	–	164
2023 Q2	$254K	Sell	2,062 -91	-4%	-$11.1K	0.13%	139
2023 Q1	$266K	Sell	2,153 -51	-2%	-$6.42K	0.15%	135
2022 Q4	$285K	Sell	2,204 -13	-0.6%	-$1.61K	0.17%	130
2022 Q3	$256K	Hold	2,217	–	–	0.17%	133
2022 Q2	$263K	Sell	2,217 -156	-7%	-$19.5K	0.19%	131
2022 Q1	$297K	Hold	2,373	–	–	0.21%	126
2021 Q4	$297K	Buy	+2,373	New	+$295K	0.19%	122

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Comprehensive Financial Consultants Institutional's SDY Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,414 shares — an estimated $201K sold.

Comprehensive Financial Consultants Institutional first reported a position in SDY in Q4 2021 and held it in 8 quarters. The position peaked at $297K in Q1 2022. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Comprehensive Financial Consultants Institutional reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,414 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $201K.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 8 quarters.
Comprehensive Financial Consultants Institutional's State Street SPDR S&P Dividend ETF position peaked at $297K in Q1 2022.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.