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

Financial Futures’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 Q4	–	Sell	-42,804	Closed	-$4.92M	–	46
2023 Q3	$4.92M	Buy	42,804 +1,785	+4%	+$218K	4.02%	12
2023 Q2	$5.03M	Buy	41,019 +1,467	+4%	+$179K	3.97%	7
2023 Q1	$4.89M	Sell	39,552 -1,034	-3%	-$130K	4.12%	6
2022 Q4	$5.08M	Buy	40,586 +60	+0.1%	+$7.41K	4.58%	6
2022 Q3	$4.52M	Buy	40,526 +8,428	+26%	+$1.04M	4.32%	7
2022 Q2	$3.81M	Buy	32,098 +11,355	+55%	+$1.42M	3.76%	8
2022 Q1	$2.66M	Buy	+20,743	New	+$2.62M	2.08%	18

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Futures's SDY Position: Q4 2023 in Review

Financial Futures sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 42,804 shares — an estimated $4.92M sold.

Financial Futures first reported a position in SDY in Q1 2022 and held it in 7 quarters. The position peaked at $5.08M in Q4 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Financial Futures reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Financial Futures sold 42,804 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $4.92M.
Financial Futures first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 7 quarters.
Financial Futures's State Street SPDR S&P Dividend ETF position peaked at $5.08M in Q4 2022.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Financial Futures's 13F filing for Q4 2023, filed 25 Jan 2024.