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

Prosperity 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
2024 Q4	–	Sell	-1,512	Closed	-$215K	–	361
2024 Q3	$215K	Sell	1,512 -81	-5%	-$11K	0.02%	320
2024 Q2	$203K	Sell	1,593 -30	-2%	-$3.86K	0.02%	301
2024 Q1	$213K	Buy	+1,623	New	+$204K	0.03%	311
2023 Q3	–	Sell	-1,895	Closed	-$232K	–	251
2023 Q2	$232K	Sell	1,895 -1,119	-37%	-$137K	0.03%	207
2023 Q1	$373K	Buy	3,014 +165	+6%	+$20.8K	0.06%	142
2022 Q4	$356K	Buy	+2,849	New	+$352K	0.11%	124

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Capital Advisors's SDY Position: Q4 2024 in Review

Prosperity Capital Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,512 shares — an estimated $215K sold.

Prosperity Capital Advisors first reported a position in SDY in Q4 2022 and held it in 6 quarters. The position peaked at $373K in Q1 2023. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

Prosperity Capital Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Capital Advisors sold 1,512 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $215K.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 6 quarters.
Prosperity Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $373K in Q1 2023.
1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on Prosperity Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.