Tiedemann Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tiedemann Advisors’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	$9.28M	Hold	80,703	–	–	0.4%	29
2023 Q2	$9.89M	Hold	80,703	–	–	0.42%	33
2023 Q1	$9.98M	Hold	80,703	–	–	0.45%	29
2022 Q4	$10.1M	Hold	80,703	–	–	0.48%	26
2022 Q3	$9M	Hold	80,703	–	–	0.55%	25
2022 Q2	$9.58M	Hold	80,703	–	–	0.72%	24
2022 Q1	$10.3M	Hold	80,703	–	–	0.53%	26
2021 Q4	$10.4M	Buy	80,703 +17,929	+29%	+$2.23M	0.51%	28
2021 Q3	$7.38M	Sell	62,774 -5,087	-7%	-$623K	0.39%	35
2021 Q2	$8.3M	Sell	67,861 -206	-0.3%	-$25.5K	0.33%	37
2021 Q1	$8.03M	Sell	68,067 -211	-0.3%	-$23.7K	0.35%	35
2020 Q4	$7.23M	Hold	68,278	–	–	0.35%	37
2020 Q3	$6.31M	Buy	68,278 +866	+1%	+$81.7K	0.3%	50
2020 Q2	$6.15M	Sell	67,412 -20,952	-24%	-$1.84M	0.33%	46
2020 Q1	$7.06M	Sell	88,364 -1,300	-1%	-$128K	0.46%	38
2019 Q4	$9.65M	Buy	89,664 +1,100	+1%	+$115K	0.46%	46
2019 Q3	$9.09M	Buy	88,564 +3,156	+4%	+$318K	0.44%	47
2019 Q2	$8.62M	Sell	85,408 -2,794	-3%	-$279K	0.43%	44
2019 Q1	$8.77M	Sell	88,202 -197	-0.2%	-$18.9K	0.41%	49
2018 Q4	$7.91M	Sell	88,399 -1,204	-1%	-$114K	0.4%	50
2018 Q3	$8.77M	Hold	89,603	–	–	0.52%	41
2018 Q2	$8.31M	Buy	89,603 +9,482	+12%	+$873K	0.53%	44
2018 Q1	$7.31M	Buy	+80,121	New	+$7.49M	0.5%	40
2017 Q4	–	Sell	-4,128	Closed	-$348K	–	319
2017 Q3	$348K	Buy	+4,128	New	+$370K	0.03%	261

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Tiedemann Advisors's SDY Position: Q3 2023 in Review

Tiedemann Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2023 at 80,703 shares worth $9.28M. The position accounts for 0.4% of the portfolio, ranked #29.

Tiedemann Advisors first reported a position in SDY in Q3 2017 and has held it in 24 quarters since. The position peaked at $10.4M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Tiedemann Advisors held 80,703 shares of State Street SPDR S&P Dividend ETF worth $9.28M as of Q3 2023.
Tiedemann Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2023.
State Street SPDR S&P Dividend ETF made up 0.4% of Tiedemann Advisors's portfolio in Q3 2023, its #29 holding.
Tiedemann Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and has held it in 24 quarters since.
Tiedemann Advisors's State Street SPDR S&P Dividend ETF position peaked at $10.4M in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.