American Research & Management Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

American Research & Management Company’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	$476K	Hold	4,271	–	–	0.13%	86
2022 Q2	$507K	Buy	4,271 +291	+7%	+$36.3K	0.13%	86
2022 Q1	$510K	Hold	3,980	–	–	0.11%	88
2021 Q4	$514K	Hold	3,980	–	–	0.11%	92
2021 Q3	$468K	Hold	3,980	–	–	0.11%	93
2021 Q2	$487K	Hold	3,980	–	–	0.11%	92
2021 Q1	$470K	Hold	3,980	–	–	0.11%	100
2020 Q4	$422K	Hold	3,980	–	–	0.11%	102
2020 Q3	$368K	Buy	3,980 +3,600	+947%	+$340K	0.11%	94
2020 Q2	$35K	Buy	380 +100	+36%	+$8.79K	0.01%	208
2020 Q1	$22K	Hold	280	–	–	0.01%	218
2019 Q4	$30K	Hold	280	–	–	0.01%	220
2019 Q3	$29K	Hold	280	–	–	0.01%	225
2019 Q2	$28K	Hold	280	–	–	0.01%	239
2019 Q1	$28K	Hold	280	–	–	0.01%	256
2018 Q4	$25K	Hold	280	–	–	0.01%	221
2018 Q3	$27K	Hold	280	–	–	0.01%	223
2018 Q2	$26K	Hold	280	–	–	0.01%	206
2018 Q1	$26K	Hold	280	–	–	0.01%	226
2017 Q4	$26K	Hold	280	–	–	0.01%	239
2017 Q3	$26K	Hold	280	–	–	0.01%	217
2017 Q2	$25K	Hold	280	–	–	0.01%	211
2017 Q1	$25K	Hold	280	–	–	0.01%	202
2016 Q4	$24K	Hold	280	–	–	0.01%	220
2016 Q3	$24K	Hold	280	–	–	0.01%	226
2016 Q2	$23K	Hold	280	–	–	0.01%	212
2016 Q1	$22K	Hold	280	–	–	0.01%	222
2015 Q4	$21K	Hold	280	–	–	0.01%	226
2015 Q3	$20K	Hold	280	–	–	0.01%	232
2015 Q2	$21K	Hold	280	–	–	0.01%	237
2015 Q1	$22K	Buy	280 +250	+833%	+$19.6K	0.01%	226
2014 Q4	$2K	Hold	30	–	–	﹤0.01%	346
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	356
2014 Q2	$2K	Buy	+30	New	+$2.25K	﹤0.01%	367

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

American Research & Management Company's SDY Position: Q3 2022 in Review

American Research & Management Company held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2022 at 4,271 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #86.

American Research & Management Company first reported a position in SDY in Q2 2014 and has held it in 34 quarters since. The position peaked at $514K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

American Research & Management Company held 4,271 shares of State Street SPDR S&P Dividend ETF worth $476K as of Q3 2022.
American Research & Management Company left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2022.
State Street SPDR S&P Dividend ETF made up 0.13% of American Research & Management Company's portfolio in Q3 2022, its #86 holding.
American Research & Management Company first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and has held it in 34 quarters since.
American Research & Management Company's State Street SPDR S&P Dividend ETF position peaked at $514K in Q4 2021.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.