Windsor Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-126
Closed -$15.5K 66
2023
Q1
$15.5K Buy
+126
New +$15.9K 0.04% 59

Other funds holding SDY

Windsor Advisory Group's SDY Position: Q2 2023 in Review

Windsor Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2023, closing a stake of 126 shares — an estimated $15.5K sold.

Windsor Advisory Group first reported a position in SDY in Q1 2023 and held it in 1 quarter. The position peaked at $15.5K in Q1 2023. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

  • Windsor Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Windsor Advisory Group sold 126 State Street SPDR S&P Dividend ETF shares in Q2 2023, an estimated $15.5K.
  • Windsor Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Windsor Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $15.5K in Q1 2023.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Windsor Advisory Group's 13F filing for Q2 2023, filed 26 Jul 2023.