B. Riley Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

B. Riley Wealth Management’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	$509K	Buy	4,286 +2,248	+110%	+$280K	0.05%	293
2022 Q1	$261K	Sell	2,038 -1,382	-40%	-$175K	0.02%	489
2021 Q4	$442K	Buy	3,420 +632	+23%	+$78.7K	0.03%	382
2021 Q3	$328K	Hold	2,788	–	–	0.03%	435
2021 Q2	$341K	Sell	2,788 -40	-1%	-$4.94K	0.04%	295
2021 Q1	$334K	Buy	2,828 +710	+34%	+$79.6K	0.04%	282
2020 Q4	$224K	Sell	2,118 -2,651	-56%	-$268K	0.03%	318
2020 Q3	$441K	Buy	+4,769	New	+$450K	0.05%	247
2020 Q2	–	Sell	-5,348	Closed	-$427K	–	540
2020 Q1	$427K	Buy	+5,348	New	+$527K	0.04%	287
2019 Q3	–	Sell	-2,411	Closed	-$243K	–	427
2019 Q2	$243K	Hold	2,411	–	–	0.04%	324
2019 Q1	$240K	Buy	+2,411	New	+$232K	0.04%	316
2015 Q3	–	Sell	-814	Closed	-$62K	–	639
2015 Q2	$62K	Sell	814 -26	-3%	-$2.04K	0.05%	366
2015 Q1	$65K	Sell	840 -324	-28%	-$25.4K	0.05%	369
2014 Q4	$91K	Sell	1,164 -212	-15%	-$16.6K	0.07%	286
2014 Q3	$103K	Sell	1,376 -10	-0.7%	-$759	0.08%	292
2014 Q2	$106K	Buy	1,386 +696	+101%	+$52.1K	0.07%	341
2014 Q1	$51K	Buy	+690	New	+$49.6K	0.04%	436

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Management's SDY Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 110% in Q2 2022, buying an estimated $280K and bringing the position to 4,286 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #293.

B. Riley Wealth Management first reported a position in SDY in Q1 2014 and has held it in 17 quarters since. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

B. Riley Wealth Management held 4,286 shares of State Street SPDR S&P Dividend ETF worth $509K as of Q2 2022.
B. Riley Wealth Management bought 2,248 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $280K.
State Street SPDR S&P Dividend ETF made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #293 holding.
B. Riley Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 17 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.