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Ahrens Investment Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-65
Closed -$8K – 764
2022
Q2 		$8K Sell
65
-206
-76% -$25.7K ﹤0.01% 692
2022
Q1 		$35K Buy
271
+2
+0.7% +$253 0.01% 469
2021
Q4 		$35K Buy
+269
New +$33.5K 0.02% 481

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ahrens Investment Partners's SDY Position: Q3 2022 in Review

Ahrens Investment Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 65 shares — an estimated $8K sold.

Ahrens Investment Partners first reported a position in SDY in Q4 2021 and held it in 3 quarters. The position peaked at $35K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

  • Ahrens Investment Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 65 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $8K.
  • Ahrens Investment Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's State Street SPDR S&P Dividend ETF position peaked at $35K in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.