Total Clarity Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Total Clarity Wealth 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	-2,166	Closed	-$266K	–	233
2023 Q2	$266K	Sell	2,166 -3,190	-60%	-$390K	0.13%	171
2023 Q1	$663K	Sell	5,356 -201	-4%	-$25.3K	0.36%	68
2022 Q4	$695K	Buy	5,557 +153	+3%	+$18.9K	0.35%	71
2022 Q3	$603K	Sell	5,404 -223	-4%	-$27.5K	0.38%	70
2022 Q2	$668K	Buy	5,627 +630	+13%	+$78.6K	0.35%	70
2022 Q1	$640K	Buy	4,997 +119	+2%	+$15K	0.35%	77
2021 Q4	$630K	Buy	4,878 +254	+5%	+$31.6K	0.29%	88
2021 Q3	$544K	Sell	4,624 -87	-2%	-$10.7K	0.26%	96
2021 Q2	$576K	Buy	4,711 +1,522	+48%	+$188K	0.32%	92
2021 Q1	$376K	Buy	3,189 +573	+22%	+$64.2K	0.22%	112
2020 Q4	$277K	Buy	2,616 +281	+12%	+$28.4K	0.19%	121
2020 Q3	$216K	Buy	+2,335	New	+$220K	0.19%	118
2020 Q1	–	Sell	-1,105	Closed	-$119K	–	515
2019 Q4	$119K	Buy	+1,105	New	+$116K	0.09%	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

Total Clarity Wealth Management's SDY Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 2,166 shares — an estimated $266K sold.

Total Clarity Wealth Management first reported a position in SDY in Q4 2019 and held it in 13 quarters. The position peaked at $695K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Total Clarity Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 2,166 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $266K.
Total Clarity Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 13 quarters.
Total Clarity Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $695K 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 Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.