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

Insight 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
2023 Q4	–	Sell	-5,356	Closed	-$616K	–	291
2023 Q3	$616K	Sell	5,356 -5,571	-51%	-$680K	0.14%	120
2023 Q2	$1.34M	Sell	10,927 -17,788	-62%	-$2.17M	0.3%	53
2023 Q1	$3.55M	Buy	28,715 +11,434	+66%	+$1.44M	0.83%	13
2022 Q4	$2.17M	Buy	+17,281	New	+$2.13M	0.76%	32

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Insight Advisors's SDY Position: Q4 2023 in Review

Insight Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 5,356 shares — an estimated $616K sold.

Insight Advisors first reported a position in SDY in Q4 2022 and held it in 4 quarters. The position peaked at $3.55M in Q1 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Insight Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Insight Advisors sold 5,356 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $616K.
Insight Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 4 quarters.
Insight Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.55M in Q1 2023.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Insight Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.