Baldrige Asset Management’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
2021
Q4
Sell
-99
Closed -$12K 355
2021
Q3
$12K Sell
99
-100
-50% -$12.2K 0.01% 270
2021
Q2
$24K Buy
+199
New +$24.6K 0.01% 224

Other funds holding SDY

Baldrige Asset Management's SDY Position: Q4 2021 in Review

Baldrige Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 99 shares — an estimated $12K sold.

Baldrige Asset Management first reported a position in SDY in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

  • Baldrige Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Baldrige Asset Management sold 99 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $12K.
  • Baldrige Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 2 quarters.
  • Baldrige Asset Management's State Street SPDR S&P Dividend ETF position peaked at $24K in Q2 2021.
  • 992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Baldrige Asset Management's 13F filing for Q4 2021, filed 27 Jan 2022.