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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 		– Sell
-1,900
Closed -$1K – 3423
2023
Q4 		$1K Sell
1,900
-200
-10% -$23.5K ﹤0.01% 3435
2023
Q3 		$8K Buy
2,100
+1,200
+133% +$146K ﹤0.01% 2621
2023
Q2 		$1K Buy
+900
New +$110K ﹤0.01% 3392
2023
Q1 		– Sell
-7,200
Closed -$1K – 4601
2022
Q4 		$1K Hold
7,200
– – ﹤0.01% 4146
2022
Q3 		$36K Buy
+7,200
New +$887K ﹤0.01% 2155
2022
Q2 		– Sell
-1,000
Closed -$1K – 5592
2022
Q1 		$1K Buy
+1,000
New +$126K ﹤0.01% 5062
2020
Q4 		– Sell
-2,400
Closed -$3K – 5422
2020
Q3 		$3K Buy
2,400
+900
+60% +$84.9K ﹤0.01% 3887
2020
Q2 		$1K Buy
1,500
+600
+67% +$52.7K ﹤0.01% 4141
2020
Q1 		$11K Buy
+900
New +$88.8K ﹤0.01% 2670
2019
Q3 		– Sell
-3,100
Closed -$1K – 4621
2019
Q2 		$1K Sell
3,100
-15,500
-83% -$1.55M ﹤0.01% 3970
2019
Q1 		$3K Buy
18,600
+15,200
+447% +$1.46M ﹤0.01% 3246
2018
Q4 		$15K Buy
+3,400
New +$321K ﹤0.01% 2312
2018
Q3 		– Sell
-1,000
Closed -$1K – 4609
2018
Q2 		$1K Sell
1,000
-100
-9% -$9.21K ﹤0.01% 3927
2018
Q1 		$2K Buy
+1,100
New +$103K ﹤0.01% 3821
2017
Q2 		– Sell
-6,400
Closed -$1K – 6995
2017
Q1 		$1K Sell
6,400
-100
-2% -$8.74K ﹤0.01% 5973
2016
Q4 		$17K Buy
+6,500
New +$546K ﹤0.01% 3646

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.