Moss Adams Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
RJA
Moss Adams Wealth Advisors's SDY Position: Q2 2023 in Review
Moss Adams Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 596 shares — an estimated $73.8K sold.
Moss Adams Wealth Advisors first reported a position in SDY in Q4 2022 and held it in 2 quarters. The position peaked at $74.4K in Q4 2022. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.
- Moss Adams Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
- Moss Adams Wealth Advisors sold 596 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $73.8K.
- Moss Adams Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 2 quarters.
- Moss Adams Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $74.4K in Q4 2022.
- 1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.
Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.