First Interstate Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First Interstate Bank’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	-1,843	Closed	-$212K	–	168
2023 Q3	$212K	Hold	1,843	–	–	0.02%	163
2023 Q2	$226K	Hold	1,843	–	–	0.02%	161
2023 Q1	$228K	Sell	1,843 -280	-13%	-$35.2K	0.02%	165
2022 Q4	$266K	Hold	2,123	–	–	0.02%	160
2022 Q3	$237K	Hold	2,123	–	–	0.02%	156
2022 Q2	$252K	Buy	+2,123	New	+$265K	0.02%	145
2016 Q2	–	Sell	-36	Closed	-$3K	–	763
2016 Q1	$3K	Buy	+36	New	+$2.67K	﹤0.01%	687

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

First Interstate Bank's SDY Position: Q4 2023 in Review

First Interstate Bank sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 1,843 shares — an estimated $212K sold.

First Interstate Bank first reported a position in SDY in Q1 2016 and held it in 7 quarters. The position peaked at $266K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

First Interstate Bank reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
First Interstate Bank sold 1,843 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $212K.
First Interstate Bank first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and held it in 7 quarters.
First Interstate Bank's State Street SPDR S&P Dividend ETF position peaked at $266K 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 First Interstate Bank's 13F filing for Q4 2023, filed 30 Jan 2024.