RE Dickinson Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

RE Dickinson Investment 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
2023 Q4	–	Sell	-331	Closed	-$38K	–	272
2023 Q3	$38K	Hold	331	–	–	0.03%	93
2023 Q2	$41K	Hold	331	–	–	0.02%	162
2023 Q1	$41K	Buy	331 +25	+8%	+$3.15K	0.01%	167
2022 Q4	$38K	Hold	306	–	–	0.02%	166
2022 Q3	$34K	Hold	306	–	–	0.03%	87
2022 Q2	$36	Hold	306	–	–	0.01%	93
2022 Q1	$39K	Hold	306	–	–	0.03%	103
2021 Q4	$40K	Buy	+306	New	+$38.1K	0.03%	98

Other funds holding SDY

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

RE Dickinson Investment Advisors's SDY Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 331 shares — an estimated $38K sold.

RE Dickinson Investment Advisors first reported a position in SDY in Q4 2021 and held it in 8 quarters. The position peaked at $41K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 331 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $38K.
RE Dickinson Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 8 quarters.
RE Dickinson Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $41K in Q2 2023.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.