Blume Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Blume Capital 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 Q1	–	Sell	-344	Closed	-$44K	–	325
2021 Q4	$44K	Hold	344	–	–	0.01%	180
2021 Q3	$40K	Sell	344 -205	-37%	-$25.1K	0.01%	190
2021 Q2	$67K	Buy	+549	New	+$67.8K	0.02%	149
2014 Q1	–	Sell	-60	Closed	-$4K	–	261
2013 Q4	$4K	Buy	+60	New	+$4.31K	﹤0.01%	239

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Blume Capital Management's SDY Position: Q1 2022 in Review

Blume Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 344 shares — an estimated $44K sold.

Blume Capital Management first reported a position in SDY in Q4 2013 and held it in 4 quarters. The position peaked at $67K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Blume Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
Blume Capital Management sold 344 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $44K.
Blume Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 4 quarters.
Blume Capital Management's State Street SPDR S&P Dividend ETF position peaked at $67K in Q2 2021.
1,028 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Blume Capital Management's 13F filing for Q1 2022, filed 12 May 2022.