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

Lake Street Advisors Group’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 Q4	$761K	Buy	5,759 +1	+0%	+$140	0.04%	258
2024 Q3	$818K	Buy	5,758 +2	+0%	+$270	0.04%	245
2024 Q2	$732K	Buy	5,756 +852	+17%	+$110K	0.04%	260
2024 Q1	$644K	Buy	4,904 +301	+7%	+$37.8K	0.03%	297
2023 Q4	$575K	Buy	+4,603	New	+$540K	0.03%	304
2020 Q2	–	Sell	-2,535	Closed	-$202K	–	283
2020 Q1	$202K	Sell	2,535 -4,813	-66%	-$475K	0.03%	224
2019 Q4	$790K	Buy	7,348 +1,446	+25%	+$152K	0.08%	76
2019 Q3	$606K	Hold	5,902	–	–	0.07%	85
2019 Q2	$595K	Hold	5,902	–	–	0.06%	90
2019 Q1	$587K	Hold	5,902	–	–	0.06%	92
2018 Q4	$528K	Hold	5,902	–	–	0.06%	88
2018 Q3	$578K	Hold	5,902	–	–	0.06%	82
2018 Q2	$547K	Sell	5,902 -6,235	-51%	-$574K	0.05%	145
2018 Q1	$1.11M	Sell	12,137 -2,000	-14%	-$187K	0.12%	58
2017 Q4	$1.34M	Buy	+14,137	New	+$1.32M	0.15%	52

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Lake Street Advisors Group's SDY Position: Q4 2024 in Review

Lake Street Advisors Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q4 2024, buying an estimated $140 and bringing the position to 5,759 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #258.

Lake Street Advisors Group first reported a position in SDY in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2017. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Lake Street Advisors Group held 5,759 shares of State Street SPDR S&P Dividend ETF worth $761K as of Q4 2024.
Lake Street Advisors Group bought 1 State Street SPDR S&P Dividend ETF share in Q4 2024, an estimated $140.
State Street SPDR S&P Dividend ETF made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #258 holding.
Lake Street Advisors Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 15 quarters since.
Lake Street Advisors Group's State Street SPDR S&P Dividend ETF position peaked at $1.34M in Q4 2017.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.