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

US 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
2024
Q4 		– Sell
-1,626
Closed -$231K – 91
2024
Q3 		$231K Hold
1,626
– – 0.07% 83
2024
Q2 		$207K Hold
1,626
– – 0.07% 83
2024
Q1 		$213K Buy
+1,626
New +$204K 0.07% 78
2016
Q1 		– Sell
-500
Closed -$37K – 585
2015
Q4 		$37K Hold
500
– – 0.04% 171
2015
Q3 		$36K Buy
500
+50
+11% +$3.76K 0.06% 141
2015
Q2 		$34K Hold
450
– – 0.03% 135
2015
Q1 		$35K Hold
450
– – 0.03% 143
2014
Q4 		$35K Buy
+450
New +$35.2K 0.03% 135

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Financial Advisors's SDY Position: Q4 2024 in Review

US Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2024, closing a stake of 1,626 shares — an estimated $231K sold.

US Financial Advisors first reported a position in SDY in Q4 2014 and held it in 8 quarters. The position peaked at $231K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold SDY as of Q4 2024.

  • US Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • US Financial Advisors sold 1,626 State Street SPDR S&P Dividend ETF shares in Q4 2024, an estimated $231K.
  • US Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 8 quarters.
  • US Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $231K in Q3 2024.
  • 1,192 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2024.

Based on US Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.