Peak Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Peak Financial 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
2023 Q3	–	Sell	-9,288	Closed	-$1.14M	–	73
2023 Q2	$1.14M	Buy	+9,288	New	+$1.13M	0.89%	37
2023 Q1	–	Sell	-1,733	Closed	-$217K	–	70
2022 Q4	$217K	Buy	+1,733	New	+$214K	0.2%	61

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Peak Financial Advisors's SDY Position: Q3 2023 in Review

Peak Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 9,288 shares — an estimated $1.14M sold.

Peak Financial Advisors first reported a position in SDY in Q4 2022 and held it in 2 quarters. The position peaked at $1.14M in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Peak Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Peak Financial Advisors sold 9,288 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $1.14M.
Peak Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 2 quarters.
Peak Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.14M in Q2 2023.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.