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Sovereign Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sovereign Financial 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
Q1 		– Sell
-1,655
Closed -$207K – 224
2022
Q4 		$207K Sell
1,655
-232
-12% -$28.7K 0.08% 207
2022
Q3 		$210K Hold
1,887
– – 0.09% 191
2022
Q2 		$224K Sell
1,887
-90
-5% -$11.2K 0.09% 186
2022
Q1 		$253K Buy
1,977
+307
+18% +$38.8K 0.09% 192
2021
Q4 		$216K Buy
+1,670
New +$208K 0.09% 193

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sovereign Financial Group's SDY Position: Q1 2023 in Review

Sovereign Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 1,655 shares — an estimated $207K sold.

Sovereign Financial Group first reported a position in SDY in Q4 2021 and held it in 5 quarters. The position peaked at $253K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Sovereign Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 1,655 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $207K.
  • Sovereign Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 5 quarters.
  • Sovereign Financial Group's State Street SPDR S&P Dividend ETF position peaked at $253K in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Sovereign Financial Group's 13F filing for Q1 2023, filed 4 May 2023.