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

Resurgent 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
2023 Q4	–	Sell	-323	Closed	-$37.1K	–	527
2023 Q3	$37.1K	Hold	323	–	–	0.03%	372
2023 Q2	$39.6K	Hold	323	–	–	0.03%	367
2023 Q1	$40K	Hold	323	–	–	0.03%	368
2022 Q4	$40.4K	Buy	+323	New	+$39.9K	0.02%	471

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

Resurgent Financial Advisors's SDY Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 323 shares — an estimated $37.1K sold.

Resurgent Financial Advisors first reported a position in SDY in Q4 2022 and held it in 4 quarters. The position peaked at $40.4K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Resurgent Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 323 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $37.1K.
Resurgent Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and held it in 4 quarters.
Resurgent Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $40.4K in Q4 2022.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.