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

TPG Financial 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
2022 Q3	–	Sell	-72,142	Closed	-$8.56M	–	47
2022 Q2	$8.56M	Sell	72,142 -69,892	-49%	-$8.71M	5.74%	6
2022 Q1	$18.2M	Buy	142,034 +68,799	+94%	+$8.7M	11.01%	1
2021 Q4	$9.46M	Buy	73,235 +5,852	+9%	+$728K	5.79%	7
2021 Q3	$7.92M	Buy	67,383 +9,185	+16%	+$1.12M	5.23%	7
2021 Q2	$7.12M	Sell	58,198 -14,400	-20%	-$1.78M	4.99%	6
2021 Q1	$8.57M	Sell	72,598 -3,503	-5%	-$393K	5.97%	5
2020 Q4	$8.06M	Buy	76,101 +10,485	+16%	+$1.06M	5.99%	6
2020 Q3	$6.06M	Sell	65,616 -4,107	-6%	-$387K	5.18%	6
2020 Q2	$6.36M	Buy	+69,723	New	+$6.13M	5.7%	7
2019 Q4	–	Sell	-2,027	Closed	-$208K	–	50
2019 Q3	$208K	Buy	+2,027	New	+$204K	0.19%	45

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

TPG Financial Advisors's SDY Position: Q3 2022 in Review

TPG Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 72,142 shares — an estimated $8.56M sold.

TPG Financial Advisors first reported a position in SDY in Q3 2019 and held it in 10 quarters. The position peaked at $18.2M in Q1 2022. 1,025 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

TPG Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
TPG Financial Advisors sold 72,142 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $8.56M.
TPG Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and held it in 10 quarters.
TPG Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $18.2M in Q1 2022.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on TPG Financial Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.