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

Financial Services Advisory’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
-5,404
Closed -$768K – 61
2024
Q3 		$768K Buy
+5,404
New +$731K 0.19% 50

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Services Advisory's SDY Position: Q4 2024 in Review

Financial Services Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 5,404 shares — an estimated $768K sold.

Financial Services Advisory first reported a position in SDY in Q3 2024 and held it in 1 quarter. The position peaked at $768K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • Financial Services Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Services Advisory sold 5,404 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $768K.
  • Financial Services Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Financial Services Advisory's State Street SPDR S&P Dividend ETF position peaked at $768K in Q3 2024.
  • 1,194 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Financial Services Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.