Prudential plc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Prudential plc’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 Q1	–	Sell	-169,140	Closed	-$21.2M	–	898
2022 Q4	$21.2M	Buy	169,140 +32,200	+24%	+$3.98M	0.27%	52
2022 Q3	$15.3M	Buy	136,940 +2,240	+2%	+$276K	0.24%	53
2022 Q2	$16M	Buy	+134,700	New	+$16.8M	0.29%	50
2014 Q3	–	Sell	-63,500	Closed	-$4.86M	–	515
2014 Q2	$4.86M	Hold	63,500	–	–	0.02%	324
2014 Q1	$4.67M	Buy	63,500 +6,500	+11%	+$468K	0.02%	299
2013 Q4	$4.14M	Buy	+57,000	New	+$4.1M	0.02%	310

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

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

JIC

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

Prudential plc's SDY Position: Q1 2023 in Review

Prudential plc sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 169,140 shares — an estimated $21.2M sold.

Prudential plc first reported a position in SDY in Q4 2013 and held it in 6 quarters. The position peaked at $21.2M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Prudential plc reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
Prudential plc sold 169,140 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $21.2M.
Prudential plc first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 6 quarters.
Prudential plc's State Street SPDR S&P Dividend ETF position peaked at $21.2M in Q4 2022.
1,105 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Prudential plc's 13F filing for Q1 2023, filed 12 May 2023.