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

Resolute Financial’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
2022 Q4	$267K	Sell	2,137 -1,138	-35%	-$141K	0.23%	91
2022 Q3	$365K	Sell	3,275 -100	-3%	-$12.3K	0.35%	73
2022 Q2	$401K	Buy	3,375 +351	+12%	+$43.8K	0.35%	67
2022 Q1	$387K	Buy	3,024 +15	+0.5%	+$1.9K	0.31%	72
2021 Q4	$389K	Buy	+3,009	New	+$374K	0.29%	75

Other funds holding SDY

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

RJA

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

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

JIC

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

Resolute Financial's SDY Position: Q4 2022 in Review

Resolute Financial reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 35% in Q4 2022, selling an estimated $141K and leaving 2,137 shares worth $267K. The position accounts for 0.23% of the portfolio, ranked #91.

Resolute Financial first reported a position in SDY in Q4 2021 and has held it in 5 quarters since. The position peaked at $401K in Q2 2022. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Resolute Financial held 2,137 shares of State Street SPDR S&P Dividend ETF worth $267K as of Q4 2022.
Resolute Financial sold 1,138 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $141K.
State Street SPDR S&P Dividend ETF made up 0.23% of Resolute Financial's portfolio in Q4 2022, its #91 holding.
Resolute Financial first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's State Street SPDR S&P Dividend ETF position peaked at $401K in Q2 2022.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.