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

Faithward 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
2023 Q2	–	Sell	-55	Closed	-$6.67K	–	312
2023 Q1	$6.67K	Buy	+55	New	+$6.92K	﹤0.01%	286
2020 Q2	–	Sell	-30	Closed	-$2K	–	245
2020 Q1	$2K	Buy	+30	New	+$2.96K	﹤0.01%	235

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Faithward Advisors's SDY Position: Q2 2023 in Review

Faithward Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 55 shares — an estimated $6.67K sold.

Faithward Advisors first reported a position in SDY in Q1 2020 and held it in 2 quarters. The position peaked at $6.67K in Q1 2023. 1,094 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Faithward Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Faithward Advisors sold 55 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $6.67K.
Faithward Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 2 quarters.
Faithward Advisors's State Street SPDR S&P Dividend ETF position peaked at $6.67K in Q1 2023.
1,094 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Faithward Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.