Sanford Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sanford Advisory Services’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	$3.27M	Buy	26,132 +4,682	+22%	+$578K	0.78%	27
2022 Q3	$2.39M	Buy	21,450 +73	+0.3%	+$8.99K	0.68%	26
2022 Q2	$2.54M	Buy	21,377 +672	+3%	+$83.8K	0.72%	20
2022 Q1	$2.65M	Hold	20,705	–	–	0.72%	21
2021 Q4	$2.67M	Sell	20,705 -3,178	-13%	-$395K	0.6%	22
2021 Q3	$2.81M	Buy	23,883 +214	+0.9%	+$26.2K	0.7%	19
2021 Q2	$2.89M	Buy	23,669 +188	+0.8%	+$23.2K	0.75%	17
2021 Q1	$2.77M	Buy	23,481 +3,530	+18%	+$396K	0.77%	16
2020 Q4	$2.11M	Buy	+19,951	New	+$2.02M	0.68%	18

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

Sanford Advisory Services's SDY Position: Q4 2022 in Review

Sanford Advisory Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 22% in Q4 2022, buying an estimated $578K and bringing the position to 26,132 shares worth $3.27M. The position accounts for 0.78% of the portfolio, ranked #27.

Sanford Advisory Services first reported a position in SDY in Q4 2020 and has held it in 9 quarters since. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Sanford Advisory Services held 26,132 shares of State Street SPDR S&P Dividend ETF worth $3.27M as of Q4 2022.
Sanford Advisory Services bought 4,682 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $578K.
State Street SPDR S&P Dividend ETF made up 0.78% of Sanford Advisory Services's portfolio in Q4 2022, its #27 holding.
Sanford Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 9 quarters since.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.