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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,890
Closed -$217K 179
2023
Q3
$217K Hold
1,890
0.1% 106
2023
Q2
$232K Buy
+1,890
New +$231K 0.1% 104

Other funds holding SDY

RIA Advisory Group's SDY Position: Q4 2023 in Review

RIA Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 1,890 shares — an estimated $217K sold.

RIA Advisory Group first reported a position in SDY in Q2 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

  • RIA Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • RIA Advisory Group sold 1,890 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $217K.
  • RIA Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2023 and held it in 2 quarters.
  • RIA Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $232K 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 RIA Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.