Nichols & Pratt Advisers’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nichols & Pratt Advisers’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 Q1	–	Sell	-1,625	Closed	-$203K	–	105
2023 Q4	$203K	Buy	+1,625	New	+$191K	0.01%	104
2023 Q2	–	Sell	-1,625	Closed	-$201K	–	112
2023 Q1	$201K	Hold	1,625	–	–	0.02%	101
2022 Q4	$203K	Buy	+1,625	New	+$201K	0.02%	96
2022 Q2	–	Sell	-1,625	Closed	-$208K	–	96
2022 Q1	$208K	Hold	1,625	–	–	0.02%	98
2021 Q4	$210K	Buy	+1,625	New	+$202K	0.01%	99

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nichols & Pratt Advisers's SDY Position: Q1 2024 in Review

Nichols & Pratt Advisers sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 1,625 shares — an estimated $203K sold.

Nichols & Pratt Advisers first reported a position in SDY in Q4 2021 and held it in 5 quarters. The position peaked at $210K in Q4 2021. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Nichols & Pratt Advisers reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Nichols & Pratt Advisers sold 1,625 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $203K.
Nichols & Pratt Advisers first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 5 quarters.
Nichols & Pratt Advisers's State Street SPDR S&P Dividend ETF position peaked at $210K in Q4 2021.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2024, filed 29 Apr 2024.