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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
2024
Q1 		$1K Sell
300
-1,800
-86% -$226K ﹤0.01% 2101
2023
Q4 		$7K Buy
+2,100
New +$247K ﹤0.01% 2588
2023
Q1 		– Sell
-2,200
Closed -$7K – 4599
2022
Q4 		$7K Sell
2,200
-2,800
-56% -$346K ﹤0.01% 2966
2022
Q3 		$7K Buy
+5,000
New +$616K ﹤0.01% 3409
2022
Q2 		– Sell
-2,300
Closed -$12K – 5590
2022
Q1 		$12K Buy
+2,300
New +$291K ﹤0.01% 3489
2021
Q3 		– Sell
-900
Closed -$4K – 6285
2021
Q2 		$4K Sell
900
-900
-50% -$111K ﹤0.01% 4634
2021
Q1 		$11K Sell
1,800
-300
-14% -$33.6K ﹤0.01% 3741
2020
Q4 		$16K Buy
2,100
+200
+11% +$20.2K ﹤0.01% 2857
2020
Q3 		$7K Sell
1,900
-2,000
-51% -$189K ﹤0.01% 3268
2020
Q2 		$16K Buy
+3,900
New +$343K ﹤0.01% 2554
2020
Q1 		– Sell
-2,800
Closed -$14K – 4572
2019
Q4 		$14K Sell
2,800
-1,400
-33% -$147K ﹤0.01% 2451
2019
Q3 		$7K Sell
4,200
-6,600
-61% -$665K ﹤0.01% 2844
2019
Q2 		$17K Sell
10,800
-4,200
-28% -$420K ﹤0.01% 2338
2019
Q1 		$25K Buy
15,000
+10,200
+213% +$980K ﹤0.01% 1883
2018
Q4 		$5K Buy
+4,800
New +$453K ﹤0.01% 2940
2017
Q2 		– Sell
-700
Closed -$1K – 6993
2017
Q1 		$1K Sell
700
-2,200
-76% -$192K ﹤0.01% 5972
2016
Q4 		$7K Sell
2,900
-6,100
-68% -$512K ﹤0.01% 4619
2016
Q3 		$21K Sell
9,000
-7,000
-44% -$597K ﹤0.01% 3379
2016
Q2 		$48K Sell
16,000
-4,300
-21% -$350K ﹤0.01% 2396
2016
Q1 		$37K Buy
20,300
+1,500
+8% +$111K ﹤0.01% 2636
2015
Q4 		$9K Buy
+18,800
New +$1.43M ﹤0.01% 4280

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.