Reilly Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Reilly Financial 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
2021 Q4	$22K	Hold	174	–	–	﹤0.01%	557
2021 Q3	$20K	Sell	174 -113	-39%	-$13.8K	﹤0.01%	531
2021 Q2	$35K	Hold	287	–	–	﹤0.01%	436
2021 Q1	$34K	Buy	287 +263	+1,096%	+$29.5K	﹤0.01%	433
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	769
2020 Q3	$2K	Buy	+24	New	+$2.26K	﹤0.01%	765
2019 Q3	–	Sell	-412	Closed	-$42K	–	962
2019 Q2	$42K	Hold	412	–	–	0.01%	387
2019 Q1	$41K	Buy	412 +1	+0.2%	+$96	0.01%	380
2018 Q4	$37K	Buy	411 +211	+106%	+$19.9K	0.01%	381
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	561
2018 Q2	$19K	Hold	200	–	–	﹤0.01%	524
2018 Q1	$18K	Sell	200 -1,796	-90%	-$168K	﹤0.01%	526
2017 Q4	$189K	Buy	1,996 +1,796	+898%	+$168K	0.03%	166
2017 Q3	$18K	Hold	200	–	–	﹤0.01%	525
2017 Q2	$18K	Hold	200	–	–	﹤0.01%	525
2017 Q1	$18K	Hold	200	–	–	﹤0.01%	503
2016 Q4	$17K	Hold	200	–	–	﹤0.01%	477
2016 Q3	$17K	Hold	200	–	–	﹤0.01%	436
2016 Q2	$17K	Hold	200	–	–	﹤0.01%	415
2016 Q1	$16K	Hold	200	–	–	﹤0.01%	651
2015 Q4	$15K	Hold	200	–	–	﹤0.01%	677
2015 Q3	$14K	Hold	200	–	–	﹤0.01%	696
2015 Q2	$15K	Sell	200 -200	-50%	-$15.7K	﹤0.01%	751
2015 Q1	$31K	Buy	400 +200	+100%	+$15.7K	0.01%	533
2014 Q4	$16K	Hold	200	–	–	﹤0.01%	440
2014 Q3	$15K	Hold	200	–	–	﹤0.01%	449
2014 Q2	$15K	Hold	200	–	–	﹤0.01%	471
2014 Q1	$15K	Hold	200	–	–	﹤0.01%	481
2013 Q4	$15K	Hold	200	–	–	﹤0.01%	453
2013 Q3	$14K	Hold	200	–	–	﹤0.01%	404
2013 Q2	$13K	Buy	+200	New	+$13.5K	﹤0.01%	418

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's SDY Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2021 at 174 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Reilly Financial Advisors first reported a position in SDY in Q2 2013 and has held it in 31 quarters since. The position peaked at $189K in Q4 2017. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

Reilly Financial Advisors held 174 shares of State Street SPDR S&P Dividend ETF worth $22K as of Q4 2021.
Reilly Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2021.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #557 holding.
Reilly Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 31 quarters since.
Reilly Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $189K in Q4 2017.
992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.