Greenfield Savings Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Greenfield Savings 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
2024 Q4	–	Sell	-1,485	Closed	-$211K	–	150
2024 Q3	$211K	Buy	+1,485	New	+$201K	0.1%	144
2023 Q4	–	Sell	-2,079	Closed	-$239K	–	147
2023 Q3	$239K	Buy	+2,079	New	+$254K	0.15%	124
2023 Q2	–	Sell	-1,695	Closed	-$210K	–	143
2023 Q1	$210K	Sell	1,695 -18	-1%	-$2.27K	0.14%	132
2022 Q4	$214K	Buy	+1,713	New	+$212K	0.14%	125
2022 Q3	–	Sell	-1,758	Closed	-$209K	–	139
2022 Q2	$209K	Buy	+1,758	New	+$219K	0.14%	135

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenfield Savings Bank's SDY Position: Q4 2024 in Review

Greenfield Savings Bank sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,485 shares — an estimated $211K sold.

Greenfield Savings Bank first reported a position in SDY in Q2 2022 and held it in 5 quarters. The position peaked at $239K in Q3 2023. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Greenfield Savings Bank reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Greenfield Savings Bank sold 1,485 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $211K.
Greenfield Savings Bank first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 5 quarters.
Greenfield Savings Bank's State Street SPDR S&P Dividend ETF position peaked at $239K in Q3 2023.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Greenfield Savings Bank's 13F filing for Q4 2024, filed 13 Jan 2025.