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

Front Row 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
2024 Q3	–	Sell	-157	Closed	-$20K	–	779
2024 Q2	$20K	Hold	157	–	–	0.01%	429
2024 Q1	$20.6K	Buy	+157	New	+$19.7K	0.01%	411
2023 Q4	–	Sell	-157	Closed	-$18.1K	–	747
2023 Q3	$18.1K	Hold	157	–	–	0.01%	403
2023 Q2	$19K	Hold	157	–	–	0.01%	393
2023 Q1	$19K	Hold	157	–	–	0.01%	394
2022 Q4	$20K	Hold	157	–	–	0.01%	379
2022 Q3	$18K	Hold	157	–	–	0.01%	406
2022 Q2	$19K	Hold	157	–	–	0.01%	399
2022 Q1	$20K	Hold	157	–	–	0.01%	424
2021 Q4	$20K	Hold	157	–	–	0.01%	435
2021 Q3	$18K	Hold	157	–	–	0.01%	449
2021 Q2	$19K	Hold	157	–	–	0.01%	437
2021 Q1	$19K	Hold	157	–	–	0.01%	422
2020 Q4	$17K	Hold	157	–	–	0.01%	413
2020 Q3	$17K	Hold	157	–	–	0.01%	403
2020 Q2	$14K	Hold	157	–	–	0.01%	408
2020 Q1	$14K	Hold	157	–	–	0.01%	400
2019 Q4	$17K	Hold	157	–	–	0.01%	356
2019 Q3	$16K	Hold	157	–	–	0.01%	356
2019 Q2	$16K	Hold	157	–	–	0.01%	354
2019 Q1	$16K	Hold	157	–	–	0.01%	364
2018 Q4	$14K	Hold	157	–	–	0.01%	351
2018 Q3	$14K	Hold	157	–	–	0.01%	375
2018 Q2	$15K	Sell	157 -240	-60%	-$22.1K	0.01%	389
2018 Q1	$36K	Hold	397	–	–	0.03%	255
2017 Q4	$38K	Buy	+397	New	+$37.2K	0.03%	256

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Front Row Advisors's SDY Position: Q3 2024 in Review

Front Row Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2024, closing a stake of 157 shares — an estimated $20K sold.

Front Row Advisors first reported a position in SDY in Q4 2017 and held it in 26 quarters. The position peaked at $38K in Q4 2017. 1,155 funds tracked by Wall St. Rank hold SDY as of Q3 2024.

Front Row Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 157 State Street SPDR S&P Dividend ETF shares in Q3 2024, an estimated $20K.
Front Row Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 26 quarters.
Front Row Advisors's State Street SPDR S&P Dividend ETF position peaked at $38K in Q4 2017.
1,155 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.