Eudaimonia Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Eudaimonia Advisors’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	$1.29M	Sell	9,842 -1,074	-10%	-$135K	0.69%	43
2023 Q4	$1.36M	Hold	10,916	–	–	0.88%	30
2023 Q3	$1.26M	Sell	10,916 -206	-2%	-$25.1K	0.88%	33
2023 Q2	$1.36M	Hold	11,122	–	–	0.92%	30
2023 Q1	$1.38M	Sell	11,122 -352	-3%	-$44.3K	0.93%	28
2022 Q4	$1.44M	Buy	11,474 +38	+0.3%	+$4.69K	0.97%	26
2022 Q3	$1.27M	Buy	11,436 +128	+1%	+$15.8K	0.88%	29
2022 Q2	$1.34M	Buy	11,308 +775	+7%	+$96.6K	0.92%	26
2022 Q1	$1.35M	Buy	10,533 +387	+4%	+$48.9K	0.78%	32
2021 Q4	$1.31M	Buy	+10,146	New	+$1.26M	0.77%	32

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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eudaimonia Advisors's SDY Position: Q1 2024 in Review

Eudaimonia Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 9.8% in Q1 2024, selling an estimated $135K and leaving 9,842 shares worth $1.29M. The position accounts for 0.69% of the portfolio, ranked #43.

Eudaimonia Advisors first reported a position in SDY in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2022. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Eudaimonia Advisors held 9,842 shares of State Street SPDR S&P Dividend ETF worth $1.29M as of Q1 2024.
Eudaimonia Advisors sold 1,074 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $135K.
State Street SPDR S&P Dividend ETF made up 0.69% of Eudaimonia Advisors's portfolio in Q1 2024, its #43 holding.
Eudaimonia Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.44M in Q4 2022.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.