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Cutler Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cutler Group’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
-1,000
Closed -$117K – 4255
2023
Q3 		$115K Buy
1,000
+800
+400% +$97.6K 0.01% 1053
2023
Q2 		$24K Buy
+200
New +$24.4K ﹤0.01% 1755
2023
Q1 		– Sell
-554
Closed -$69.7K – 4600
2022
Q4 		$69K Buy
+554
New +$68.4K 0.01% 1377
2022
Q2 		– Sell
-500
Closed -$64K – 5591
2022
Q1 		$64K Buy
+500
New +$63.2K ﹤0.01% 2051
2021
Q4 		– Sell
-1,100
Closed -$137K – 5983
2021
Q3 		$129K Buy
+1,100
New +$135K 0.01% 1711
2021
Q2 		– Sell
-2,499
Closed -$309K – 6265
2021
Q1 		$294K Buy
+2,499
New +$280K 0.01% 1027
2020
Q3 		– Sell
-499
Closed -$47.1K – 5203
2020
Q2 		$45K Buy
+499
New +$43.9K ﹤0.01% 1819
2019
Q4 		– Sell
-1,299
Closed -$136K – 4528
2019
Q3 		$133K Buy
+1,299
New +$131K 0.01% 915
2018
Q4 		– Sell
-100
Closed -$9.43K – 4515
2018
Q3 		$9K Buy
+100
New +$9.69K ﹤0.01% 2732
2018
Q1 		– Sell
-200
Closed -$18.7K – 5124
2017
Q4 		$18K Buy
+200
New +$18.7K ﹤0.01% 2657
2017
Q2 		– Sell
-2,347
Closed -$208K – 6994
2017
Q1 		$206K Sell
2,347
-1,804
-43% -$158K 0.01% 1169
2016
Q4 		$355K Buy
4,151
+2,478
+148% +$208K 0.01% 905
2016
Q3 		$141K Buy
1,673
+1,670
+55,667% +$142K 0.01% 1516
2016
Q2 		$0 Buy
+3
New +$244 ﹤0.01% 7208

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cutler Group's SDY Position: Q4 2023 in Review

Cutler Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 1,000 shares — an estimated $117K sold.

Cutler Group first reported a position in SDY in Q2 2016 and held it in 14 quarters. The position peaked at $355K in Q4 2016. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

  • Cutler Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 1,000 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $117K.
  • Cutler Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 14 quarters.
  • Cutler Group's State Street SPDR S&P Dividend ETF position peaked at $355K in Q4 2016.
  • 1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.