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

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	$923K	Hold	8,025	–	–	0.41%	29
2023 Q2	$990K	Hold	8,025	–	–	0.42%	29
2023 Q1	$996K	Hold	8,025	–	–	0.47%	29
2022 Q4	$1M	Hold	8,025	–	–	0.53%	29
2022 Q3	$895K	Buy	8,025 +100	+1%	+$12.3K	0.46%	29
2022 Q2	$941K	Hold	7,925	–	–	0.46%	29
2022 Q1	$1.01M	Hold	7,925	–	–	0.37%	30
2021 Q4	$1.02M	Hold	7,925	–	–	0.36%	31
2021 Q3	$944K	Hold	7,925	–	–	0.37%	30
2021 Q2	$973K	Hold	7,925	–	–	0.35%	30
2021 Q1	$960K	Hold	7,925	–	–	0.38%	29
2020 Q4	$839K	Sell	7,925 -1,100	-12%	-$111K	0.37%	32
2020 Q3	$882K	Hold	9,025	–	–	0.41%	30
2020 Q2	$829K	Hold	9,025	–	–	0.44%	31
2020 Q1	$757K	Hold	9,025	–	–	0.5%	26
2019 Q4	$978K	Buy	+9,025	New	+$947K	0.56%	27

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

Wealth Advisors's SDY Position: Q3 2023 in Review

Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2023 at 8,025 shares worth $923K. The position accounts for 0.41% of the portfolio, ranked #29.

Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold SDY as of Q3 2023.

Wealth Advisors held 8,025 shares of State Street SPDR S&P Dividend ETF worth $923K as of Q3 2023.
Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2023.
State Street SPDR S&P Dividend ETF made up 0.41% of Wealth Advisors's portfolio in Q3 2023, its #29 holding.
Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.02M in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.