Personal Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Personal Capital 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	$605K	Sell	4,832 -194	-4%	-$24K	﹤0.01%	276
2022 Q3	$560K	Buy	5,026 +1,478	+42%	+$182K	﹤0.01%	274
2022 Q2	$421K	Buy	3,548 +77	+2%	+$9.6K	﹤0.01%	295
2022 Q1	$445K	Sell	3,471 -302	-8%	-$38.2K	﹤0.01%	324
2021 Q4	$487K	Buy	3,773 +1,106	+41%	+$138K	﹤0.01%	337
2021 Q3	$314K	Sell	2,667 -641	-19%	-$78.5K	﹤0.01%	392
2021 Q2	$405K	Buy	3,308 +234	+8%	+$28.9K	﹤0.01%	345
2021 Q1	$363K	Sell	3,074 -1,635	-35%	-$183K	﹤0.01%	354
2020 Q4	$499K	Buy	4,709 +1,689	+56%	+$171K	﹤0.01%	298
2020 Q3	$279K	Buy	+3,020	New	+$285K	﹤0.01%	341
2020 Q2	–	Sell	-3,516	Closed	-$241K	–	373
2020 Q1	$241K	Buy	3,516 +587	+20%	+$57.9K	﹤0.01%	310
2019 Q4	$315K	Buy	2,929 +145	+5%	+$15.2K	﹤0.01%	319
2019 Q3	$285K	Buy	2,784 +563	+25%	+$56.8K	﹤0.01%	302
2019 Q2	$224K	Buy	+2,221	New	+$222K	﹤0.01%	300

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

RJA

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

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

JIC

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

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

Personal Capital Advisors's SDY Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.9% in Q4 2022, selling an estimated $24K and leaving 4,832 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Personal Capital Advisors first reported a position in SDY in Q2 2019 and has held it in 14 quarters since. 1,122 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Personal Capital Advisors held 4,832 shares of State Street SPDR S&P Dividend ETF worth $605K as of Q4 2022.
Personal Capital Advisors sold 194 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $24K.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #276 holding.
Personal Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 14 quarters since.
1,122 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.