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

HC 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 Q2	–	Sell	-2,591	Closed	-$340K	–	72
2024 Q1	$340K	Hold	2,591	–	–	0.16%	69
2023 Q4	$324K	Hold	2,591	–	–	0.18%	65
2023 Q3	$298K	Buy	2,591 +17	+0.7%	+$2.08K	0.18%	63
2023 Q2	$316K	Buy	2,574 +18	+0.7%	+$2.2K	0.18%	64
2023 Q1	$316K	Buy	2,556 +15	+0.6%	+$1.89K	0.2%	63
2022 Q4	$318K	Buy	2,541 +18	+0.7%	+$2.22K	0.22%	60
2022 Q3	$281K	Buy	2,523 +16	+0.6%	+$1.97K	0.19%	65
2022 Q2	$298K	Hold	2,507	–	–	0.21%	60
2022 Q1	$321K	Hold	2,507	–	–	0.2%	58
2021 Q4	$324K	Hold	2,507	–	–	0.2%	56
2021 Q3	$295K	Hold	2,507	–	–	0.19%	61
2021 Q2	$307K	Hold	2,507	–	–	0.19%	59
2021 Q1	$296K	Hold	2,507	–	–	0.19%	60
2020 Q4	$266K	Hold	2,507	–	–	0.18%	68
2020 Q3	$232K	Hold	2,507	–	–	0.19%	62
2020 Q2	$229K	Buy	+2,507	New	+$220K	0.19%	70

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 22.96% 1-Year Est. Return

HC Advisors's SDY Position: Q2 2024 in Review

HC Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2024, closing a stake of 2,591 shares — an estimated $340K sold.

HC Advisors first reported a position in SDY in Q2 2020 and held it in 16 quarters. The position peaked at $340K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold SDY as of Q2 2024.

HC Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 2,591 State Street SPDR S&P Dividend ETF shares in Q2 2024, an estimated $340K.
HC Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and held it in 16 quarters.
HC Advisors's State Street SPDR S&P Dividend ETF position peaked at $340K in Q1 2024.
1,103 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.