Kathryn A. Hall’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kathryn A. Hall’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 Q1	–	Sell	-1,743	Closed	-$218K	–	54
2023 Q4	$218K	Hold	1,743	–	–	0.06%	50
2023 Q3	$200K	Hold	1,743	–	–	0.07%	50
2023 Q2	$214K	Hold	1,743	–	–	0.07%	49
2023 Q1	$216K	Hold	1,743	–	–	0.06%	58
2022 Q4	$218K	Buy	+1,743	New	+$215K	0.09%	49
2022 Q3	–	Sell	-1,743	Closed	-$208K	–	52
2022 Q2	$208K	Hold	1,743	–	–	0.08%	50
2022 Q1	$223K	Hold	1,743	–	–	0.07%	50
2021 Q4	$224K	Hold	1,743	–	–	0.05%	52
2021 Q3	$205K	Sell	1,743 -4,130	-70%	-$506K	0.06%	53
2021 Q2	$718K	Hold	5,873	–	–	0.23%	44
2021 Q1	$693K	Hold	5,873	–	–	0.23%	44
2020 Q4	$622K	Sell	5,873 -10,358	-64%	-$1.05M	0.22%	46
2020 Q3	$1.5M	Buy	16,231 +3,415	+27%	+$322K	0.71%	21
2020 Q2	$1.17M	Hold	12,816	–	–	0.67%	23
2020 Q1	$1.02M	Buy	+12,816	New	+$1.26M	0.85%	20

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 $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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return

Kathryn A. Hall's SDY Position: Q1 2024 in Review

Kathryn A. Hall sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,743 shares — an estimated $218K sold.

Kathryn A. Hall first reported a position in SDY in Q1 2020 and held it in 15 quarters. The position peaked at $1.5M in Q3 2020. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Kathryn A. Hall reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Kathryn A. Hall sold 1,743 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $218K.
Kathryn A. Hall first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 15 quarters.
Kathryn A. Hall's State Street SPDR S&P Dividend ETF position peaked at $1.5M in Q3 2020.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Kathryn A. Hall's 13F filing for Q1 2024, filed 14 May 2024.