Simplicity Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Simplicity Solutions’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	$495K	Sell	3,959 -295	-7%	-$34.6K	0.01%	668
2023 Q3	$489K	Buy	4,254 +22	+0.5%	+$2.69K	0.02%	603
2023 Q2	$519K	Sell	4,232 -4,702	-53%	-$574K	0.01%	650
2023 Q1	$1.11M	Buy	+8,934	New	+$1.12M	0.03%	458
2021 Q1	–	Sell	-12,835	Closed	-$1.36M	–	892
2020 Q4	$1.36M	Buy	+12,835	New	+$1.3M	0.02%	472
2019 Q2	–	Sell	-11,500	Closed	-$1.14M	–	837
2019 Q1	$1.14M	Sell	11,500 -1,779	-13%	-$171K	0.07%	232
2018 Q4	$1.19M	Buy	+13,279	New	+$1.25M	0.15%	152
2016 Q1	–	Sell	-8,774	Closed	-$646K	–	463
2015 Q4	$646K	Buy	+8,774	New	+$669K	0.08%	375

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

Simplicity Solutions's SDY Position: Q4 2023 in Review

Simplicity Solutions reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 6.9% in Q4 2023, selling an estimated $34.6K and leaving 3,959 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #668.

Simplicity Solutions first reported a position in SDY in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2020. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Simplicity Solutions held 3,959 shares of State Street SPDR S&P Dividend ETF worth $495K as of Q4 2023.
Simplicity Solutions sold 295 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $34.6K.
State Street SPDR S&P Dividend ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #668 holding.
Simplicity Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 8 quarters since.
Simplicity Solutions's State Street SPDR S&P Dividend ETF position peaked at $1.36M in Q4 2020.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.