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

First Personal Financial Services’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 Q3	$54.7K	Buy	385 +3	+0.8%	+$406	0.01%	188
2024 Q2	$48.6K	Buy	+382	New	+$49.2K	0.01%	193
2019 Q3	–	Sell	-6,700	Closed	-$676K	–	720
2019 Q2	$676K	Hold	6,700	–	–	0.19%	98
2019 Q1	$666K	Hold	6,700	–	–	0.2%	96
2018 Q4	$600K	Hold	6,700	–	–	0.21%	98
2018 Q3	$656K	Hold	6,700	–	–	0.21%	99
2018 Q2	$621K	Sell	6,700 -300	-4%	-$27.6K	0.21%	101
2018 Q1	$638K	Hold	7,000	–	–	0.14%	130
2017 Q4	$661K	Hold	7,000	–	–	0.13%	130
2017 Q3	$639K	Hold	7,000	–	–	0.13%	124
2017 Q2	$622K	Buy	+7,000	New	+$620K	0.14%	124

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Personal Financial Services's SDY Position: Q3 2024 in Review

First Personal Financial Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.79% in Q3 2024, buying an estimated $406 and bringing the position to 385 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #188.

First Personal Financial Services first reported a position in SDY in Q2 2017 and has held it in 11 quarters since. The position peaked at $676K in Q2 2019. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

First Personal Financial Services held 385 shares of State Street SPDR S&P Dividend ETF worth $54.7K as of Q3 2024.
First Personal Financial Services bought 3 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $406.
State Street SPDR S&P Dividend ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #188 holding.
First Personal Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 11 quarters since.
First Personal Financial Services's State Street SPDR S&P Dividend ETF position peaked at $676K in Q2 2019.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.