Single Point Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Single Point Partners’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 Q3	–	Sell	-2,094	Closed	-$257K	–	108
2023 Q2	$257K	Sell	2,094 -1,550	-43%	-$189K	0.35%	50
2023 Q1	$451K	Sell	3,644 -333	-8%	-$41.9K	0.1%	77
2022 Q4	$498K	Sell	3,977 -630	-14%	-$77.8K	0.12%	72
2022 Q3	$514K	Sell	4,607 -182	-4%	-$22.4K	0.14%	62
2022 Q2	$568K	Sell	4,789 -23,759	-83%	-$2.96M	0.15%	58
2022 Q1	$624K	Buy	28,548 +1,710	+6%	+$216K	0.16%	50
2021 Q4	$629K	Buy	26,838 +21,242	+380%	+$2.64M	0.17%	44
2021 Q3	$658K	Buy	5,596 +2	+0%	+$245	1.44%	11
2021 Q2	$684K	Buy	5,594 +201	+4%	+$24.8K	0.24%	31
2021 Q1	$640K	Buy	+5,393	New	+$605K	0.23%	35
2020 Q4	–	Sell	-2,268	Closed	-$210K	–	76
2020 Q3	$210K	Buy	+2,268	New	+$214K	0.11%	63

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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $3.45B AUM 27.72% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Single Point Partners's SDY Position: Q3 2023 in Review

Single Point Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 2,094 shares — an estimated $257K sold.

Single Point Partners first reported a position in SDY in Q3 2020 and held it in 11 quarters. The position peaked at $684K in Q2 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Single Point Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Single Point Partners sold 2,094 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $257K.
Single Point Partners first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and held it in 11 quarters.
Single Point Partners's State Street SPDR S&P Dividend ETF position peaked at $684K in Q2 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Single Point Partners's 13F filing for Q3 2023, filed 12 Oct 2023.