EC
SDY icon

Estate Counselors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Estate Counselors’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
2022
Q4 		– Sell
-870
Closed -$97K – 183
2022
Q3 		$97K Hold
870
– – 0.02% 123
2022
Q2 		$103K Hold
870
– – 0.02% 120
2022
Q1 		$111K Sell
870
-1,180
-58% -$149K 0.01% 123
2021
Q4 		$264K Hold
2,050
– – 0.03% 117
2021
Q3 		$240K Hold
2,050
– – 0.03% 128
2021
Q2 		$250K Hold
2,050
– – 0.03% 125
2021
Q1 		$242K Hold
2,050
– – 0.04% 126
2020
Q4 		$217K Buy
+2,050
New +$207K 0.03% 100
2020
Q3 		– Sell
-2,050
Closed -$186K – 141
2020
Q2 		$186K Buy
+2,050
New +$180K 0.03% 123
2020
Q1 		– Sell
-2,100
Closed -$226K – 135
2019
Q4 		$226K Buy
2,100
+100
+5% +$10.5K 0.03% 74
2019
Q3 		$205K Hold
2,000
– – 0.03% 67
2019
Q2 		$202K Buy
+2,000
New +$200K 0.03% 66
2019
Q1 		– Sell
-3,000
Closed -$269K – 71
2018
Q4 		$269K Hold
3,000
– – 0.05% 62
2018
Q3 		$294K Sell
3,000
-200
-6% -$19.4K 0.05% 60
2018
Q2 		$297K Sell
3,200
-150
-4% -$13.8K 0.06% 61
2018
Q1 		$306K Sell
3,350
-200
-6% -$18.7K 0.06% 66
2017
Q4 		$335K Hold
3,550
– – 0.07% 55
2017
Q3 		$324K Sell
3,550
-500
-12% -$44.8K 0.06% 53
2017
Q2 		$360K Sell
4,050
-50
-1% -$4.43K 0.08% 55
2017
Q1 		$361K Sell
4,100
-1,850
-31% -$162K 0.09% 59
2016
Q4 		$509K Hold
5,950
– – 0.14% 63
2016
Q3 		$502K Sell
5,950
-100
-2% -$8.53K 0.19% 45
2016
Q2 		$508K Buy
6,050
+300
+5% +$24.4K 0.2% 46
2016
Q1 		$460K Buy
+5,750
New +$426K 0.2% 45
2015
Q4 		– Sell
-12,150
Closed -$876K – 71
2015
Q3 		$876K Sell
12,150
-2,800
-19% -$211K 0.35% 41
2015
Q2 		$1.14M Buy
+14,950
New +$1.17M 0.4% 35

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Estate Counselors's SDY Position: Q4 2022 in Review

Estate Counselors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 870 shares — an estimated $97K sold.

Estate Counselors first reported a position in SDY in Q2 2015 and held it in 26 quarters. The position peaked at $1.14M in Q2 2015. 1,122 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

  • Estate Counselors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 870 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $97K.
  • Estate Counselors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 26 quarters.
  • Estate Counselors's State Street SPDR S&P Dividend ETF position peaked at $1.14M in Q2 2015.
  • 1,122 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.