Proficio Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-34,082
Closed -$4.26M 305
2022
Q4
$4.26M Sell
34,082
-11,358
-25% -$1.4M 0.81% 20
2022
Q3
$5.07M Buy
+45,440
New +$5.6M 0.93% 18

Other funds holding SDY

Proficio Capital Partners's SDY Position: Q1 2023 in Review

Proficio Capital Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 34,082 shares — an estimated $4.26M sold.

Proficio Capital Partners first reported a position in SDY in Q3 2022 and held it in 2 quarters. The position peaked at $5.07M in Q3 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Proficio Capital Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Proficio Capital Partners sold 34,082 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $4.26M.
  • Proficio Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 2 quarters.
  • Proficio Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $5.07M in Q3 2022.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Proficio Capital Partners's 13F filing for Q1 2023, filed 19 Apr 2023.