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

TrueWealth 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 Q1	–	Sell	-2,520	Closed	-$315K	–	197
2022 Q4	$315K	Sell	2,520 -17	-0.7%	-$2.1K	0.14%	126
2022 Q3	$283K	Sell	2,537 -11	-0.4%	-$1.35K	0.13%	119
2022 Q2	$302K	Sell	2,548 -171	-6%	-$21.3K	0.14%	117
2022 Q1	$351K	Hold	2,719	–	–	0.16%	119
2021 Q4	$351K	Buy	2,719 +180	+7%	+$22.4K	0.16%	119
2021 Q3	$298K	Hold	2,539	–	–	0.17%	104
2021 Q2	$310K	Sell	2,539 -48	-2%	-$5.93K	0.18%	95
2021 Q1	$313K	Buy	+2,587	New	+$290K	0.2%	91

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

TrueWealth Advisors's SDY Position: Q1 2023 in Review

TrueWealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 2,520 shares — an estimated $315K sold.

TrueWealth Advisors first reported a position in SDY in Q1 2021 and held it in 8 quarters. The position peaked at $351K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

TrueWealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
TrueWealth Advisors sold 2,520 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $315K.
TrueWealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 8 quarters.
TrueWealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $351K in Q1 2022.
1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on TrueWealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.