New England Guild Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

New England Guild Wealth Advisors’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	$2.79M	Sell	22,283 -22	-0.1%	-$2.72K	1.47%	18
2022 Q3	$2.49M	Sell	22,305 -204	-0.9%	-$25.1K	1.5%	20
2022 Q2	$2.67M	Hold	22,509	–	–	1.65%	18
2022 Q1	$2.88M	Buy	22,509 +956	+4%	+$121K	1.53%	20
2021 Q4	$2.78M	Sell	21,553 -510	-2%	-$63.5K	1.39%	22
2021 Q3	$2.59M	Sell	22,063 -27	-0.1%	-$3.31K	1.37%	24
2021 Q2	$2.7M	Sell	22,090 -603	-3%	-$74.5K	1.47%	21
2021 Q1	$2.68M	Sell	22,693 -1,904	-8%	-$213K	1.51%	20
2020 Q4	$2.61M	Sell	24,597 -1,376	-5%	-$139K	1.55%	21
2020 Q3	$2.4M	Sell	25,973 -1,147	-4%	-$108K	1.68%	20
2020 Q2	$2.47M	Sell	27,120 -3,781	-12%	-$332K	1.82%	19
2020 Q1	$2.47M	Sell	30,901 -6,057	-16%	-$597K	2.22%	12
2019 Q4	$3.98M	Sell	36,958 -425	-1%	-$44.6K	2.85%	12
2019 Q3	$3.83M	Buy	37,383 +3,735	+11%	+$377K	2.75%	15
2019 Q2	$3.39M	Buy	33,648 +2,469	+8%	+$247K	2.52%	14
2019 Q1	$3.1M	Buy	31,179 +795	+3%	+$76.4K	2.34%	16
2018 Q4	$2.72M	Buy	30,384 +158	+0.5%	+$14.9K	2.28%	15
2018 Q3	$2.96M	Sell	30,226 -2,492	-8%	-$242K	2.67%	16
2018 Q2	$3.03M	Buy	32,718 +2,211	+7%	+$204K	2.77%	15
2018 Q1	$2.78M	Buy	30,507 +110	+0.4%	+$10.3K	2.63%	17
2017 Q4	$2.87M	Buy	+30,397	New	+$2.85M	2.75%	16

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

New England Guild Wealth Advisors's SDY Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.1% in Q4 2022, selling an estimated $2.72K and leaving 22,283 shares worth $2.79M. The position accounts for 1.47% of the portfolio, ranked #18.

New England Guild Wealth Advisors first reported a position in SDY in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.98M in Q4 2019. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

New England Guild Wealth Advisors held 22,283 shares of State Street SPDR S&P Dividend ETF worth $2.79M as of Q4 2022.
New England Guild Wealth Advisors sold 22 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $2.72K.
State Street SPDR S&P Dividend ETF made up 1.47% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #18 holding.
New England Guild Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $3.98M in Q4 2019.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.