Sunflower Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sunflower Bank’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
2022 Q3	–	Sell	-1,760	Closed	-$209K	–	143
2022 Q2	$209K	Sell	1,760 -1,390	-44%	-$173K	0.04%	143
2022 Q1	$404K	Sell	3,150 -1,685	-35%	-$213K	0.05%	131
2021 Q4	$624K	Sell	4,835 -241	-5%	-$30K	0.08%	101
2021 Q3	$597K	Sell	5,076 -1,610	-24%	-$197K	0.08%	101
2021 Q2	$818K	Sell	6,686 -209	-3%	-$25.8K	0.13%	86
2021 Q1	$814K	Sell	6,895 -3,555	-34%	-$399K	0.13%	83
2020 Q4	$1.11M	Buy	+10,450	New	+$1.06M	0.19%	63
2020 Q3	–	Sell	-2,313	Closed	-$210K	–	105
2020 Q2	$210K	Buy	+2,313	New	+$203K	0.08%	98

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

Sunflower Bank's SDY Position: Q3 2022 in Review

Sunflower Bank sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 1,760 shares — an estimated $209K sold.

Sunflower Bank first reported a position in SDY in Q2 2020 and held it in 8 quarters. The position peaked at $1.11M in Q4 2020. 1,025 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Sunflower Bank reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
Sunflower Bank sold 1,760 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $209K.
Sunflower Bank first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and held it in 8 quarters.
Sunflower Bank's State Street SPDR S&P Dividend ETF position peaked at $1.11M in Q4 2020.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Sunflower Bank's 13F filing for Q3 2022, filed 28 Oct 2022.