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

Fairfield Financial 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 Q4	–	Sell	-43	Closed	-$6.06K	–	277
2024 Q3	$6.06K	Buy	43 +1	+2%	+$135	﹤0.01%	242
2024 Q2	$5.4K	Buy	+42	New	+$5.41K	﹤0.01%	238
2023 Q4	$5.24K	Hold	42	–	–	﹤0.01%	267
2023 Q3	$4.79K	Buy	42 +1	+2%	+$122	﹤0.01%	257
2023 Q2	$5.07K	Hold	41	–	–	﹤0.01%	271
2023 Q1	$5.01K	Hold	41	–	–	﹤0.01%	271
2022 Q4	$5.11K	Hold	41	–	–	﹤0.01%	251
2022 Q3	$4.52K	Buy	41 +1	+3%	+$123	﹤0.01%	259
2022 Q2	$4.78K	Buy	+40	New	+$4.99K	﹤0.01%	244

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fairfield Financial Advisors's SDY Position: Q4 2024 in Review

Fairfield Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 43 shares — an estimated $6.06K sold.

Fairfield Financial Advisors first reported a position in SDY in Q2 2022 and held it in 9 quarters. The position peaked at $6.06K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Fairfield Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Fairfield Financial Advisors sold 43 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $6.06K.
Fairfield Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 9 quarters.
Fairfield Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.06K in Q3 2024.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Fairfield Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.