Laurel Wealth Advisors (California)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.97M	Buy	15,716 +862	+6%	+$106K	0.19%	121
2022 Q3	$1.66M	Buy	14,854 +179	+1%	+$22K	0.18%	127
2022 Q2	$1.74M	Sell	14,675 -87	-0.6%	-$10.8K	0.18%	128
2022 Q1	$1.89M	Sell	14,762 -1,878	-11%	-$237K	0.16%	139
2021 Q4	$2.15M	Buy	16,640 +3,373	+25%	+$420K	0.17%	127
2021 Q3	$1.56M	Sell	13,267 -580	-4%	-$71K	0.29%	73
2021 Q2	$1.69M	Buy	13,847 +211	+2%	+$26.1K	0.22%	106
2021 Q1	$1.61M	Sell	13,636 -273	-2%	-$30.6K	0.24%	95
2020 Q4	$1.47M	Sell	13,909 -1,330	-9%	-$135K	0.22%	112
2020 Q3	$1.41M	Buy	15,239 +3,391	+29%	+$320K	0.23%	102
2020 Q2	$1.08M	Sell	11,848 -2,724	-19%	-$239K	0.2%	122
2020 Q1	$1.16M	Sell	14,572 -2,268	-13%	-$224K	0.27%	103
2019 Q4	$1.81M	Sell	16,840 -3,302	-16%	-$347K	0.3%	84
2019 Q3	$2.07M	Buy	20,142 +3,939	+24%	+$397K	0.35%	71
2019 Q2	$1.64M	Buy	16,203 +681	+4%	+$68.1K	0.36%	70
2019 Q1	$1.54M	Sell	15,522 -101	-0.6%	-$9.71K	0.38%	68
2018 Q4	$1.4M	Sell	15,623 -263	-2%	-$24.8K	0.41%	68
2018 Q3	$1.55M	Sell	15,886 -562	-3%	-$54.5K	0.38%	68
2018 Q2	$1.52M	Sell	16,448 -44	-0.3%	-$4.05K	0.41%	70
2018 Q1	$1.5M	Sell	16,492 -367	-2%	-$34.3K	0.47%	56
2017 Q4	$1.59M	Buy	16,859 +537	+3%	+$50.3K	0.46%	61
2017 Q3	$1.49M	Buy	16,322 +300	+2%	+$26.9K	0.5%	57
2017 Q2	$1.42M	Buy	16,022 +1	+0%	+$89	0.51%	58
2017 Q1	$1.41M	Buy	16,021 +105	+0.7%	+$9.18K	0.54%	53
2016 Q4	$1.36M	Buy	15,916 +129	+0.8%	+$10.8K	0.6%	44
2016 Q3	$1.33M	Buy	15,787 +160	+1%	+$13.6K	0.63%	44
2016 Q2	$1.31M	Sell	15,627 -214	-1%	-$17.4K	0.63%	40
2016 Q1	$1.27M	Hold	15,841	–	–	0.64%	40
2015 Q4	$1.17M	Buy	+15,841	New	+$1.21M	0.6%	48

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SDY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.8% in Q4 2022, buying an estimated $106K and bringing the position to 15,716 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #121.

Laurel Wealth Advisors (California) first reported a position in SDY in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.15M in Q4 2021. 1,122 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Laurel Wealth Advisors (California) held 15,716 shares of State Street SPDR S&P Dividend ETF worth $1.97M as of Q4 2022.
Laurel Wealth Advisors (California) bought 862 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $106K.
State Street SPDR S&P Dividend ETF made up 0.19% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #121 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 29 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR S&P Dividend ETF position peaked at $2.15M in Q4 2021.
1,122 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.