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

Studio 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
2023 Q3	–	Sell	-82	Closed	-$10.1K	–	241
2023 Q2	$10.1K	Hold	82	–	–	﹤0.01%	203
2023 Q1	$10.1K	Hold	82	–	–	﹤0.01%	194
2022 Q4	$10.3K	Hold	82	–	–	﹤0.01%	166
2022 Q3	$9.14K	Hold	82	–	–	﹤0.01%	153
2022 Q2	$10K	Buy	+82	New	+$10.2K	﹤0.01%	165

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 $377B AUM 19.32% 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 $3.02B AUM 21.81% 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 $374B AUM 17.66% 1-Year Est. Return

Studio Investment Management's SDY Position: Q3 2023 in Review

Studio Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 82 shares — an estimated $10.1K sold.

Studio Investment Management first reported a position in SDY in Q2 2022 and held it in 5 quarters. The position peaked at $10.3K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Studio Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Studio Investment Management sold 82 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $10.1K.
Studio Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 5 quarters.
Studio Investment Management's State Street SPDR S&P Dividend ETF position peaked at $10.3K in Q4 2022.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Studio Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.