JP Morgan Private Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

JP Morgan Private Wealth 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 Q3	$170M	Buy	1,478,260 +231,382	+19%	+$28.2M	0.49%	47
2023 Q2	$153M	Sell	1,246,878 -153,385	-11%	-$18.7M	0.79%	29
2023 Q1	$173M	Sell	1,400,263 -1,673,103	-54%	-$211M	0.37%	68
2022 Q4	$385M	Buy	3,073,366 +1,212,776	+65%	+$150M	0.86%	21
2022 Q3	$207M	Buy	1,860,590 +563,103	+43%	+$69.4M	0.54%	45
2022 Q2	$154M	Buy	1,297,487 +278,851	+27%	+$34.8M	0.39%	68
2022 Q1	$130M	Sell	1,018,636 -284,437	-22%	-$35.9M	0.28%	86
2021 Q4	$168M	Buy	1,303,073 +373,990	+40%	+$46.5M	0.36%	71
2021 Q3	$109M	Buy	929,083 +144,488	+18%	+$17.7M	0.27%	90
2021 Q2	$95.9M	Buy	784,595 +66,681	+9%	+$8.24M	0.25%	98
2021 Q1	$84.7M	Sell	717,914 -76,047	-10%	-$8.53M	0.27%	92
2020 Q4	$84.1M	Sell	793,961 -85,296	-10%	-$8.63M	0.27%	88
2020 Q3	$81.2M	Sell	879,257 -41,536	-5%	-$3.92M	0.32%	77
2020 Q2	$84M	Buy	920,793 +11,855	+1%	+$1.04M	0.38%	70
2020 Q1	$72.6M	Buy	908,938 +3,195	+0.4%	+$315K	0.41%	67
2019 Q4	$97.4M	Buy	905,743 +94,186	+12%	+$9.89M	0.44%	57
2019 Q3	$83.3M	Buy	811,557 +47,951	+6%	+$4.83M	0.43%	60
2019 Q2	$77M	Buy	763,606 +61,314	+9%	+$6.13M	0.42%	59
2019 Q1	$69.8M	Sell	702,292 -1,935	-0.3%	-$186K	0.36%	68
2018 Q4	$63M	Buy	704,227 +202,081	+40%	+$19.1M	0.38%	64
2018 Q3	$49.2M	Sell	502,146 -10,458	-2%	-$1.01M	0.24%	100
2018 Q2	$47.5M	Buy	512,604 +933	+0.2%	+$85.9K	0.27%	90
2018 Q1	$46.7M	Sell	511,671 -86,909	-15%	-$8.12M	0.32%	76
2017 Q4	$56.6M	Buy	598,580 +20,260	+4%	+$1.9M	0.37%	70
2017 Q3	$52.8M	Buy	578,320 +29,316	+5%	+$2.63M	0.38%	71
2017 Q2	$48.8M	Sell	549,004 -5,327	-1%	-$472K	0.37%	72
2017 Q1	$48.9M	Buy	554,331 +88,319	+19%	+$7.72M	0.38%	71
2016 Q4	$39.9M	Buy	466,012 +70,357	+18%	+$5.91M	0.35%	77
2016 Q3	$33.4M	Sell	395,655 -16,630	-4%	-$1.42M	0.31%	88
2016 Q2	$34.6M	Buy	412,285 +39,100	+10%	+$3.18M	0.34%	84
2016 Q1	$29.8M	Buy	373,185 +50,956	+16%	+$3.78M	0.29%	92
2015 Q4	$23.7M	Buy	322,229 +72,796	+29%	+$5.55M	0.24%	110
2015 Q3	$18M	Sell	249,433 -9,626	-4%	-$725K	0.23%	115
2015 Q2	$19.7M	Sell	259,059 -3,625	-1%	-$284K	0.23%	120
2015 Q1	$20.5M	Sell	262,684 -5,298	-2%	-$416K	0.23%	115
2014 Q4	$21.1M	Buy	267,982 +24,916	+10%	+$1.95M	0.25%	107
2014 Q3	$18.2M	Buy	243,066 +21,329	+10%	+$1.62M	0.23%	115
2014 Q2	$17M	Sell	221,737 -5,898	-3%	-$442K	0.29%	102
2014 Q1	$16.7M	Sell	227,635 -84,030	-27%	-$6.04M	0.31%	96
2013 Q4	$22.6M	Buy	311,665 +55,008	+21%	+$3.95M	0.45%	68
2013 Q3	$17.7M	Buy	256,657 +32,694	+15%	+$2.26M	0.4%	80
2013 Q2	$14.8M	Buy	+223,963	New	+$15.1M	0.37%	87

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $3.45B AUM 27.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SDY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 19% in Q3 2023, buying an estimated $28.2M and bringing the position to 1,478,260 shares worth $170M. The position accounts for 0.49% of the portfolio, ranked #47.

JP Morgan Private Wealth Advisors first reported a position in SDY in Q2 2013 and has held it in 42 quarters since. The position peaked at $385M in Q4 2022. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

JP Morgan Private Wealth Advisors held 1,478,260 shares of State Street SPDR S&P Dividend ETF worth $170M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 231,382 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $28.2M.
State Street SPDR S&P Dividend ETF made up 0.49% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #47 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $385M in Q4 2022.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.