SGC
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Slocum, Gordon & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Slocum, Gordon & Co’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 		– Sell
-71
Closed -$8.16K – 152
2023
Q3 		$8.16K Buy
+71
New +$8.67K 0.01% 131

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Slocum, Gordon & Co's SDY Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 71 shares — an estimated $8.16K sold.

Slocum, Gordon & Co first reported a position in SDY in Q3 2023 and held it in 1 quarter. The position peaked at $8.16K in Q3 2023. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

  • Slocum, Gordon & Co reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 71 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $8.16K.
  • Slocum, Gordon & Co first reported a position in State Street SPDR S&P Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Slocum, Gordon & Co's State Street SPDR S&P Dividend ETF position peaked at $8.16K in Q3 2023.
  • 1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.