Polaris Wealth Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Polaris Wealth Advisory Group’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	-52,086	Closed	-$6.44M	–	186
2023 Q1	$6.44M	Sell	52,086 -60,669	-54%	-$7.63M	0.48%	71
2022 Q4	$14.6M	Buy	112,755 +56,618	+101%	+$6.99M	1.09%	34
2022 Q3	$6.36M	Sell	56,137 -63,366	-53%	-$7.8M	0.53%	58
2022 Q2	$14.2M	Buy	119,503 +58,451	+96%	+$7.29M	1.13%	30
2022 Q1	$7.9M	Buy	+61,052	New	+$7.72M	0.53%	60
2021 Q2	–	Sell	-76,206	Closed	-$9.12M	–	203
2021 Q1	$9.12M	Buy	+76,206	New	+$8.54M	0.58%	55
2019 Q4	–	Sell	-14,801	Closed	-$1.47M	–	175
2019 Q3	$1.47M	Buy	+14,801	New	+$1.49M	0.12%	89

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Polaris Wealth Advisory Group's SDY Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 52,086 shares — an estimated $6.44M sold.

Polaris Wealth Advisory Group first reported a position in SDY in Q3 2019 and held it in 7 quarters. The position peaked at $14.6M in Q4 2022. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 52,086 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $6.44M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and held it in 7 quarters.
Polaris Wealth Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $14.6M in Q4 2022.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.