Better Money Decisions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Better Money Decisions’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	-764	Closed	-$91K	–	367
2022 Q2	$91K	Buy	+764	New	+$95.3K	0.08%	104
2021 Q4	–	Sell	-1,788	Closed	-$210K	–	475
2021 Q3	$210K	Buy	1,788 +444	+33%	+$54.4K	0.17%	66
2021 Q2	$164K	Buy	1,344 +585	+77%	+$72.3K	0.15%	77
2021 Q1	$90K	Buy	+759	New	+$85.1K	0.09%	93

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Better Money Decisions's SDY Position: Q3 2022 in Review

Better Money Decisions sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 764 shares — an estimated $91K sold.

Better Money Decisions first reported a position in SDY in Q1 2021 and held it in 4 quarters. The position peaked at $210K in Q3 2021. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Better Money Decisions reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 764 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $91K.
Better Money Decisions first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's State Street SPDR S&P Dividend ETF position peaked at $210K in Q3 2021.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.