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Hochman Cole Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$4.38M Sell
37,225
-393
-1% -$48.1K 1.71% 16
2021
Q2 		$4.6M Sell
37,618
-127
-0.3% -$15.7K 1.84% 16
2021
Q1 		$4.46M Buy
37,745
+942
+3% +$106K 1.87% 13
2020
Q4 		$3.9M Sell
36,803
-8,693
-19% -$880K 1.68% 17
2020
Q3 		$4.2M Buy
45,496
+458
+1% +$43.2K 2.07% 14
2020
Q2 		$4.11M Sell
45,038
-2,507
-5% -$220K 2.27% 12
2020
Q1 		$3.8M Sell
47,545
-8,722
-16% -$860K 2.61% 8
2019
Q4 		$6.05M Buy
56,267
+1,202
+2% +$126K 3.3% 7
2019
Q3 		$5.65M Buy
55,065
+7,805
+17% +$787K 3.53% 6
2019
Q2 		$4.77M Buy
47,260
+761
+2% +$76.1K 2.84% 7
2019
Q1 		$4.62M Buy
46,499
+1,309
+3% +$126K 2.76% 7
2018
Q4 		$4.04M Buy
45,190
+989
+2% +$93.3K 2.78% 7
2018
Q3 		$4.33M Sell
44,201
-117
-0.3% -$11.3K 2.7% 9
2018
Q2 		$4.11M Sell
44,318
-3,743
-8% -$345K 2.7% 8
2018
Q1 		$4.38M Sell
48,061
-35,281
-42% -$3.3M 3.06% 8
2017
Q4 		$7.87M Buy
83,342
+106
+0.1% +$9.93K 4.96% 5
2017
Q3 		$7.6M Sell
83,236
-2,484
-3% -$223K 4.98% 4
2017
Q2 		$7.62M Buy
85,720
+1,048
+1% +$92.9K 5.27% 5
2017
Q1 		$7.46M Sell
84,672
-14,227
-14% -$1.24M 5.42% 5
2016
Q4 		$8.46M Buy
98,899
+5,058
+5% +$425K 6.13% 2
2016
Q3 		$7.92M Buy
93,841
+10,803
+13% +$921K 5.9% 3
2016
Q2 		$6.97M Buy
83,038
+8,745
+12% +$711K 5.71% 4
2016
Q1 		$5.94M Buy
74,293
+11,935
+19% +$884K 5.06% 4
2015
Q4 		$4.59M Buy
+62,358
New +$4.75M 3.89% 6

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hochman Cole Investment Advisors's SDY Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1% in Q3 2021, selling an estimated $48.1K and leaving 37,225 shares worth $4.38M. The position accounts for 1.71% of the portfolio, ranked #16.

Hochman Cole Investment Advisors first reported a position in SDY in Q4 2015 and has held it in 24 quarters since. The position peaked at $8.46M in Q4 2016. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

  • Hochman Cole Investment Advisors held 37,225 shares of State Street SPDR S&P Dividend ETF worth $4.38M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 393 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $48.1K.
  • State Street SPDR S&P Dividend ETF made up 1.71% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #16 holding.
  • Hochman Cole Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $8.46M in Q4 2016.
  • 881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.