Meeder Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,245
Closed -$406K 456
2023
Q4
$406K Sell
3,245
-1,964
-38% -$231K 0.05% 293
2023
Q3
$599K Hold
5,209
0.08% 223
2023
Q2
$639K Buy
+5,209
New +$636K 0.07% 243

Other funds holding SDY

Meeder Advisory Services's SDY Position: Q1 2024 in Review

Meeder Advisory Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 3,245 shares — an estimated $406K sold.

Meeder Advisory Services first reported a position in SDY in Q2 2023 and held it in 3 quarters. The position peaked at $639K in Q2 2023. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

  • Meeder Advisory Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Meeder Advisory Services sold 3,245 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $406K.
  • Meeder Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 3 quarters.
  • Meeder Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $639K in Q2 2023.
  • 1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Meeder Advisory Services's 13F filing for Q1 2024, filed 7 May 2024.