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

V Wealth 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	–	Sell	-11,716	Closed	-$1.44M	–	308
2023 Q2	$1.44M	Buy	11,716 +640	+6%	+$78.2K	0.24%	84
2023 Q1	$1.37M	Buy	11,076 +1,428	+15%	+$180K	0.26%	84
2022 Q4	$1.21M	Sell	9,648 -1,289	-12%	-$159K	0.25%	92
2022 Q3	$1.22M	Buy	10,937 +361	+3%	+$44.5K	0.24%	93
2022 Q2	$1.25M	Buy	10,576 +430	+4%	+$53.6K	0.24%	107
2022 Q1	$1.3M	Buy	10,146 +477	+5%	+$60.3K	0.21%	116
2021 Q4	$1.25M	Buy	9,669 +292	+3%	+$36.3K	0.18%	134
2021 Q3	$1.1M	Buy	9,377 +168	+2%	+$20.6K	0.17%	140
2021 Q2	$1.13M	Buy	9,209 +332	+4%	+$41K	0.18%	136
2021 Q1	$1.05M	Buy	8,877 +129	+1%	+$14.5K	0.19%	130
2020 Q4	$927K	Buy	+8,748	New	+$885K	0.19%	137
2020 Q3	–	Sell	-8,140	Closed	-$742K	–	309
2020 Q2	$742K	Buy	8,140 +3	+0%	+$264	0.19%	132
2020 Q1	$650K	Buy	8,137 +1,566	+24%	+$154K	0.2%	128
2019 Q4	$674K	Hold	6,571	–	–	0.24%	111
2019 Q3	$674K	Buy	6,571 +326	+5%	+$32.9K	0.24%	111
2019 Q2	$629K	Buy	6,245 +1,865	+43%	+$186K	0.24%	112
2019 Q1	$444K	Buy	4,380 +187	+4%	+$18K	0.18%	135
2018 Q4	$381K	Buy	4,193 +1,817	+76%	+$171K	0.19%	130
2018 Q3	$232K	Sell	2,376 -402	-14%	-$39K	0.11%	197
2018 Q2	$264K	Buy	2,778 +361	+15%	+$33.2K	0.15%	160
2018 Q1	$216K	Sell	2,417 -200	-8%	-$18.7K	0.12%	187
2017 Q4	$250K	Sell	2,617 -2,372	-48%	-$222K	0.13%	167
2017 Q3	$457K	Hold	4,989	–	–	0.23%	101
2017 Q2	$443K	Buy	4,989 +1,623	+48%	+$144K	0.21%	104
2017 Q1	$295K	Sell	3,366 -486	-13%	-$42.5K	0.18%	132
2016 Q4	$330K	Hold	3,852	–	–	0.24%	121
2016 Q3	$325K	Buy	3,852 +110	+3%	+$9.38K	0.26%	114
2016 Q2	$313K	Buy	3,742 +191	+5%	+$15.5K	0.26%	111
2016 Q1	$284K	Buy	+3,551	New	+$263K	0.23%	100

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

V Wealth Advisors's SDY Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2023, closing a stake of 11,716 shares — an estimated $1.44M sold.

V Wealth Advisors first reported a position in SDY in Q1 2016 and held it in 29 quarters. The position peaked at $1.44M in Q2 2023. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 11,716 State Street SPDR S&P Dividend ETF shares in Q3 2023, an estimated $1.44M.
V Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.44M in Q2 2023.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.