San Luis Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

San Luis Wealth 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
2022 Q4	–	Sell	-1,881	Closed	-$210K	–	84
2022 Q3	$210K	Buy	+1,881	New	+$232K	0.22%	75
2022 Q2	–	Sell	-1,786	Closed	-$231K	–	359
2022 Q1	$231K	Hold	1,786	–	–	0.11%	139
2021 Q4	$231K	Hold	1,786	–	–	0.24%	79
2021 Q3	$210K	Buy	+1,786	New	+$219K	0.12%	144
2020 Q4	$633K	Buy	+5,975	New	+$605K	0.41%	65

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

San Luis Wealth Advisors's SDY Position: Q4 2022 in Review

San Luis Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 1,881 shares — an estimated $210K sold.

San Luis Wealth Advisors first reported a position in SDY in Q4 2020 and held it in 5 quarters. The position peaked at $633K in Q4 2020. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

San Luis Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 1,881 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $210K.
San Luis Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 5 quarters.
San Luis Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $633K in Q4 2020.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on San Luis Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.