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PCA
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
$1.37T AUM
24.88%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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
$528B AUM
27.57%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JIC
Joel Isaacson & Co
New York
$3.02B AUM
21.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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