PCG Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
JIC
RJA
PCG Wealth Advisors's SDY Position: Q3 2023 in Review
PCG Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 2,121 shares — an estimated $260K sold.
PCG Wealth Advisors first reported a position in SDY in Q3 2022 and held it in 3 quarters. The position peaked at $265K in Q1 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.
- PCG Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
- PCG Wealth Advisors sold 2,121 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $260K.
- PCG Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 3 quarters.
- PCG Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $265K in Q1 2023.
- 1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.
Based on PCG Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.