Pacifica Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pacifica Partners’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	-267	Closed	-$32.2K	–	547
2023 Q4	$32.2K	Hold	267	–	–	0.02%	250
2023 Q3	$30.1K	Hold	267	–	–	0.02%	232
2023 Q2	$32.6K	Hold	267	–	–	0.02%	204
2023 Q1	$32.7K	Hold	267	–	–	0.02%	212
2022 Q4	$33.7K	Hold	267	–	–	0.02%	188
2022 Q3	$32K	Hold	267	–	–	0.02%	192
2022 Q2	$32K	Hold	267	–	–	0.02%	201
2022 Q1	$33K	Hold	267	–	–	0.02%	201
2021 Q4	$35K	Hold	267	–	–	0.02%	195
2021 Q3	$32K	Hold	267	–	–	0.02%	193
2021 Q2	$32K	Hold	267	–	–	0.02%	180
2021 Q1	$32K	Hold	267	–	–	0.03%	166
2020 Q4	$28K	Hold	267	–	–	0.03%	164
2020 Q3	$25K	Hold	267	–	–	0.03%	153
2020 Q2	$24K	Hold	267	–	–	0.03%	166
2020 Q1	$22K	Hold	267	–	–	0.03%	176
2019 Q4	$29K	Buy	+267	New	+$28K	0.03%	171

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacifica Partners's SDY Position: Q1 2024 in Review

Pacifica Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2024, closing a stake of 267 shares — an estimated $32.2K sold.

Pacifica Partners first reported a position in SDY in Q4 2019 and held it in 17 quarters. The position peaked at $35K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Pacifica Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2024 after selling out during the quarter.
Pacifica Partners sold 267 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $32.2K.
Pacifica Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 17 quarters.
Pacifica Partners's State Street SPDR S&P Dividend ETF position peaked at $35K in Q4 2021.
1,113 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.