Fortis Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-29	Closed	-$3.6K	–	223
2023 Q1	$3.6K	Hold	29	–	–	﹤0.01%	230
2022 Q4	$3.62K	Hold	29	–	–	﹤0.01%	227
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	226
2022 Q2	$3K	Buy	29 +1	+4%	+$125	﹤0.01%	257
2022 Q1	$4K	Hold	28	–	–	﹤0.01%	261
2021 Q4	$4K	Hold	28	–	–	﹤0.01%	240
2021 Q3	$3K	Hold	28	–	–	﹤0.01%	238
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	238
2021 Q1	$3K	Buy	28 +1	+4%	+$112	﹤0.01%	213
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	167
2020 Q3	$3K	Hold	27	–	–	﹤0.01%	138
2020 Q2	$2K	Sell	27 -4,653	-99%	-$409K	﹤0.01%	161
2020 Q1	$374K	Sell	4,680 -3,003	-39%	-$296K	0.25%	44
2019 Q4	$826K	Hold	7,683	–	–	0.5%	31
2019 Q3	$788K	Hold	7,683	–	–	0.37%	32
2019 Q2	$775K	Buy	7,683 +319	+4%	+$31.9K	0.38%	35
2019 Q1	$732K	Buy	+7,364	New	+$708K	0.38%	34

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fortis Advisors's SDY Position: Q2 2023 in Review

Fortis Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 29 shares — an estimated $3.6K sold.

Fortis Advisors first reported a position in SDY in Q1 2019 and held it in 17 quarters. The position peaked at $826K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Fortis Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 29 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $3.6K.
Fortis Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 17 quarters.
Fortis Advisors's State Street SPDR S&P Dividend ETF position peaked at $826K in Q4 2019.
1,094 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.