Sound View Wealth Advisors Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sound View Wealth Advisors Group’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	-2,046	Closed	-$235K	–	391
2023 Q3	$235K	Buy	2,046 +3	+0.1%	+$366	0.03%	325
2023 Q2	$250K	Sell	2,043 -93	-4%	-$11.4K	0.03%	311
2023 Q1	$264K	Buy	+2,136	New	+$269K	0.04%	303
2022 Q4	–	Sell	-2,310	Closed	-$258K	–	395
2022 Q3	$258K	Hold	2,310	–	–	0.06%	229
2022 Q2	$274K	Sell	2,310 -884	-28%	-$110K	0.06%	230
2022 Q1	$409K	Hold	3,194	–	–	0.08%	196
2021 Q4	$412K	Sell	3,194 -10,043	-76%	-$1.25M	0.08%	192
2021 Q3	$1.56M	Buy	13,237 +1,715	+15%	+$210K	0.33%	81
2021 Q2	$1.41M	Sell	11,522 -35	-0.3%	-$4.33K	0.3%	88
2021 Q1	$1.36M	Sell	11,557 -1,273	-10%	-$143K	0.32%	87
2020 Q4	$1.36M	Buy	12,830 +662	+5%	+$67K	0.33%	87
2020 Q3	$1.12M	Buy	12,168 +128	+1%	+$12.1K	0.3%	88
2020 Q2	$1.1M	Buy	+12,040	New	+$1.06M	0.31%	90

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

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

RJA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Sound View Wealth Advisors Group's SDY Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 2,046 shares — an estimated $235K sold.

Sound View Wealth Advisors Group first reported a position in SDY in Q2 2020 and held it in 13 quarters. The position peaked at $1.56M in Q3 2021. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Sound View Wealth Advisors Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 2,046 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $235K.
Sound View Wealth Advisors Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and held it in 13 quarters.
Sound View Wealth Advisors Group's State Street SPDR S&P Dividend ETF position peaked at $1.56M in Q3 2021.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.