Sonora Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sonora Investment Management’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
2021 Q3	$114K	Buy	967 +690	+249%	+$84.5K	0.01%	282
2021 Q2	$34K	Buy	277 +200	+260%	+$24.7K	﹤0.01%	466
2021 Q1	$9K	Hold	77	–	–	﹤0.01%	1348
2020 Q4	$8K	Hold	77	–	–	﹤0.01%	1309
2020 Q3	$7K	Hold	77	–	–	﹤0.01%	1353
2020 Q2	$7K	Hold	77	–	–	﹤0.01%	1247
2020 Q1	$6K	Hold	77	–	–	﹤0.01%	1220
2019 Q4	$8K	Sell	77 -1,180	-94%	-$124K	﹤0.01%	1285
2019 Q3	$129K	Buy	1,257 +800	+175%	+$80.7K	0.01%	299
2019 Q2	$46K	Buy	457 +37	+9%	+$3.7K	0.01%	575
2019 Q1	$42K	Hold	420	–	–	0.01%	563
2018 Q4	$38K	Hold	420	–	–	0.01%	449
2018 Q3	$41K	Hold	420	–	–	0.01%	450
2018 Q2	$39K	Hold	420	–	–	0.01%	445
2018 Q1	$38.3K	Hold	420	–	–	0.01%	432
2017 Q4	$39.7K	Hold	420	–	–	0.01%	442
2017 Q3	$38.4K	Buy	420 +77	+22%	+$6.9K	0.01%	385
2017 Q2	$30.5K	Hold	343	–	–	0.01%	413
2017 Q1	$30.2K	Hold	343	–	–	0.01%	403
2016 Q4	$29.3K	Buy	+343	New	+$28.8K	0.01%	362
2016 Q2	–	Sell	-1,010	Closed	-$81.6K	–	922
2016 Q1	$81.6K	Buy	1,010 +10	+1%	+$741	0.02%	222
2015 Q4	$74K	Hold	1,000	–	–	0.02%	186
2015 Q3	$72K	Buy	+1,000	New	+$75.3K	0.02%	174

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sonora Investment Management's SDY Position: Q3 2021 in Review

Sonora Investment Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 249% in Q3 2021, buying an estimated $84.5K and bringing the position to 967 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #282.

Sonora Investment Management first reported a position in SDY in Q3 2015 and has held it in 23 quarters since. The position peaked at $129K in Q3 2019. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Sonora Investment Management held 967 shares of State Street SPDR S&P Dividend ETF worth $114K as of Q3 2021.
Sonora Investment Management bought 690 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $84.5K.
State Street SPDR S&P Dividend ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #282 holding.
Sonora Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2015 and has held it in 23 quarters since.
Sonora Investment Management's State Street SPDR S&P Dividend ETF position peaked at $129K in Q3 2019.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.