Retirement Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Retirement Group’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
2024 Q1	$66.8K	Sell	509 -68	-12%	-$8.53K	0.02%	199
2023 Q4	$72.1K	Sell	577 -3,084	-84%	-$362K	0.03%	182
2023 Q3	$421K	Sell	3,661 -6,332	-63%	-$773K	0.18%	65
2023 Q2	$1.22M	Buy	9,993 +167	+2%	+$20.4K	0.51%	33
2023 Q1	$1.22M	Buy	9,826 +3,581	+57%	+$451K	0.55%	29
2022 Q4	$781K	Buy	6,245 +4,509	+260%	+$557K	0.38%	47
2022 Q3	$194K	Buy	1,736 +890	+105%	+$110K	0.16%	54
2022 Q2	$100K	Buy	846 +2	+0.2%	+$249	0.04%	152
2022 Q1	$108K	Sell	844 -42	-5%	-$5.31K	0.04%	165
2021 Q4	$114K	Buy	886 +3	+0.3%	+$373	0.05%	156
2021 Q3	$104K	Sell	883 -241	-21%	-$29.5K	0.05%	161
2021 Q2	$137K	Buy	1,124 +328	+41%	+$40.5K	0.07%	139
2021 Q1	$94K	Buy	796 +98	+14%	+$11K	0.04%	193
2020 Q4	$74K	Sell	698 -311	-31%	-$31.5K	0.03%	214
2020 Q3	$93K	Sell	1,009 -336	-25%	-$31.7K	0.05%	185
2020 Q2	$123K	Buy	+1,345	New	+$118K	0.08%	145
2019 Q4	$256K	Buy	+2,381	New	+$250K	0.17%	93

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

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

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

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

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

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

Retirement Group's SDY Position: Q1 2024 in Review

Retirement Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 12% in Q1 2024, selling an estimated $8.53K and leaving 509 shares worth $66.8K. The position accounts for 0.02% of the portfolio, ranked #199.

Retirement Group first reported a position in SDY in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2023. 1,114 funds tracked by Wall St. Rank hold SDY as of Q1 2024.

Retirement Group held 509 shares of State Street SPDR S&P Dividend ETF worth $66.8K as of Q1 2024.
Retirement Group sold 68 State Street SPDR S&P Dividend ETF shares in Q1 2024, an estimated $8.53K.
State Street SPDR S&P Dividend ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #199 holding.
Retirement Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR S&P Dividend ETF position peaked at $1.22M in Q2 2023.
1,114 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.