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Allen Mooney & Barnes Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Allen Mooney & Barnes Investment 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
2022
Q2 		– Sell
-1,575
Closed -$202K – 151
2022
Q1 		$202K Buy
+1,575
New +$199K 0.04% 147

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SDY Position: Q2 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 1,575 shares — an estimated $202K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in SDY in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

  • Allen Mooney & Barnes Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 1,575 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $202K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $202K in Q1 2022.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2022, filed 23 May 2024.