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Personal CFO Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-1,622
Closed -$201K – 504
2023
Q1 		$201K Buy
+1,622
New +$204K 0.04% 448

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal CFO Solutions's SDY Position: Q2 2023 in Review

Personal CFO Solutions sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 1,622 shares — an estimated $201K sold.

Personal CFO Solutions first reported a position in SDY in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

  • Personal CFO Solutions reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 1,622 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $201K.
  • Personal CFO Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Personal CFO Solutions's State Street SPDR S&P Dividend ETF position peaked at $201K in Q1 2023.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.