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

HC Financial 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
2022 Q2	$16K	Buy	136 +96	+240%	+$12K	0.01%	203
2022 Q1	$5K	Hold	40	–	–	﹤0.01%	275
2021 Q4	$5K	Sell	40 -315	-89%	-$39.2K	﹤0.01%	283
2021 Q3	$42K	Hold	355	–	–	0.03%	137
2021 Q2	$43K	Buy	355 +40	+13%	+$4.94K	0.03%	141
2021 Q1	$37K	Hold	315	–	–	0.02%	153
2020 Q4	$33K	Hold	315	–	–	0.02%	165
2020 Q3	$29K	Hold	315	–	–	0.02%	161
2020 Q2	$29K	Hold	315	–	–	0.02%	152
2020 Q1	$25K	Buy	+315	New	+$31.1K	0.02%	154

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

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

HC Financial Advisors's SDY Position: Q2 2022 in Review

HC Financial Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 240% in Q2 2022, buying an estimated $12K and bringing the position to 136 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #203.

HC Financial Advisors first reported a position in SDY in Q1 2020 and has held it in 10 quarters since. The position peaked at $43K in Q2 2021. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

HC Financial Advisors held 136 shares of State Street SPDR S&P Dividend ETF worth $16K as of Q2 2022.
HC Financial Advisors bought 96 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $12K.
State Street SPDR S&P Dividend ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #203 holding.
HC Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $43K in Q2 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.