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

Ford Financial Group’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
Q1 		– Sell
-2,345
Closed -$293K – 86
2022
Q4 		$293K Buy
2,345
+17
+0.7% +$2.1K 0.12% 95
2022
Q3 		$259K Buy
2,328
+15
+0.6% +$1.85K 0.11% 99
2022
Q2 		$274K Buy
2,313
+15
+0.7% +$1.87K 0.11% 92
2022
Q1 		$294K Buy
2,298
+14
+0.6% +$1.77K 0.11% 93
2021
Q4 		$294 Buy
2,284
+17
+0.7% +$2.12K 0.06% 77
2021
Q3 		$266K Buy
2,267
+17
+0.8% +$2.08K 0.1% 81
2021
Q2 		$275K Buy
2,250
+14
+0.6% +$1.73K 0.1% 82
2021
Q1 		$264K Buy
2,236
+15
+0.7% +$1.68K 0.11% 79
2020
Q4 		$235K Buy
2,221
+21
+1% +$2.13K 0.11% 80
2020
Q3 		$203K Buy
+2,200
New +$207K 0.11% 83
2020
Q1 		– Sell
-2,148
Closed -$231K – 104
2019
Q4 		$231K Buy
2,148
+15
+0.7% +$1.57K 0.13% 81
2019
Q3 		$218K Buy
2,133
+15
+0.7% +$1.51K 0.14% 78
2019
Q2 		$213K Buy
2,118
+13
+0.6% +$1.3K 0.14% 78
2019
Q1 		$209K Buy
+2,105
New +$202K 0.15% 62
2018
Q4 		– Sell
-2,078
Closed -$203K – 63
2018
Q3 		$203K Buy
+2,078
New +$201K 0.15% 36
2018
Q1 		– Sell
-2,039
Closed -$194K – 310
2017
Q4 		$194K Buy
+2,039
New +$191K 0.15% 42

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ford Financial Group's SDY Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 2,345 shares — an estimated $293K sold.

Ford Financial Group first reported a position in SDY in Q4 2017 and held it in 16 quarters. The position peaked at $294K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 2,345 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $293K.
  • Ford Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 16 quarters.
  • Ford Financial Group's State Street SPDR S&P Dividend ETF position peaked at $294K in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.