Mayfair Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mayfair Advisory 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	–	Sell	-1,468	Closed	-$207K	–	166
2024 Q3	$207K	Buy	+1,468	New	+$199K	0.13%	149
2024 Q2	–	Sell	-2,444	Closed	-$321K	–	150
2024 Q1	$321K	Sell	2,444 -1,789	-42%	-$224K	0.23%	94
2023 Q4	$531K	Sell	4,233 -2,081	-33%	-$244K	0.45%	51
2023 Q3	$725K	Sell	6,314 -588	-9%	-$71.8K	0.7%	31
2023 Q2	$832K	Sell	6,902 -803	-10%	-$98.1K	0.83%	30
2023 Q1	$950K	Sell	7,705 -227	-3%	-$28.6K	1.03%	26
2022 Q4	$1.01M	Buy	7,932 +767	+11%	+$94.7K	1.29%	19
2022 Q3	$820K	Buy	7,165 +125	+2%	+$15.4K	1.16%	25
2022 Q2	$891K	Buy	+7,040	New	+$878K	1.17%	23

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 $1.6B AUM 20.7% 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 $3.02B AUM 21.81% 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

Mayfair Advisory Group's SDY Position: Q4 2024 in Review

Mayfair Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,468 shares — an estimated $207K sold.

Mayfair Advisory Group first reported a position in SDY in Q2 2022 and held it in 9 quarters. The position peaked at $1.01M in Q4 2022. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Mayfair Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Mayfair Advisory Group sold 1,468 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $207K.
Mayfair Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 9 quarters.
Mayfair Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $1.01M in Q4 2022.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Mayfair Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.