Bruderman Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bruderman Asset 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	-6,384	Closed	-$825K	–	93
2021 Q4	$825K	Sell	6,384 -15,858	-71%	-$1.97M	0.63%	52
2021 Q3	$2.61M	Buy	+22,242	New	+$2.72M	0.66%	57
2021 Q2	–	Sell	-20,274	Closed	-$2.39M	–	110
2021 Q1	$2.39M	Sell	20,274 -326	-2%	-$36.5K	0.67%	52
2020 Q4	$2.18M	Sell	20,600 -17,967	-47%	-$1.82M	0.63%	56
2020 Q3	$3.56M	Sell	38,567 -1,270	-3%	-$120K	1.17%	30
2020 Q2	$3.61M	Sell	39,837 -19	-0%	-$1.67K	1.19%	32
2020 Q1	$3.04M	Buy	39,856 +21,773	+120%	+$2.15M	1.2%	29
2019 Q4	$1.94M	Sell	18,083 -2,403	-12%	-$252K	0.61%	52
2019 Q3	$2.17M	Sell	20,486 -42,595	-68%	-$4.29M	0.55%	55
2019 Q2	$6.36M	Buy	63,081 +39,989	+173%	+$4M	1.5%	23
2019 Q1	$2.3M	Sell	23,092 -214	-0.9%	-$20.6K	0.5%	53
2018 Q4	$2.09M	Sell	23,306 -347	-1%	-$32.7K	0.54%	49
2018 Q3	$2.32M	Sell	23,653 -599	-2%	-$58.1K	0.53%	60
2018 Q2	$2.25M	Sell	24,252 -1,609	-6%	-$148K	0.55%	56
2018 Q1	$2.36M	Sell	25,861 -540	-2%	-$50.5K	0.57%	48
2017 Q4	$2.49M	Sell	26,401 -738	-3%	-$69.2K	0.63%	47
2017 Q3	$2.48M	Sell	27,139 -840	-3%	-$75.3K	0.64%	47
2017 Q2	$2.49M	Sell	27,979 -51	-0.2%	-$4.52K	0.66%	38
2017 Q1	$2.47M	Buy	28,030 +879	+3%	+$76.8K	0.71%	38
2016 Q4	$2.32M	Sell	27,151 -2,463	-8%	-$207K	0.7%	40
2016 Q3	$2.5M	Sell	29,614 -1,951	-6%	-$166K	0.75%	39
2016 Q2	$2.65M	Buy	31,565 +465	+1%	+$37.8K	0.83%	33
2016 Q1	$2.49M	Sell	31,100 -4,862	-14%	-$360K	0.86%	32
2015 Q4	$2.65M	Sell	35,962 -1,475	-4%	-$112K	1%	31
2015 Q3	$2.7M	Buy	37,437 +1,371	+4%	+$103K	1.06%	26
2015 Q2	$2.75M	Buy	36,066 +2,646	+8%	+$207K	1.05%	25
2015 Q1	$2.61M	Buy	+33,420	New	+$2.62M	1.02%	24

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

Bruderman Asset Management's SDY Position: Q1 2022 in Review

Bruderman Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 6,384 shares — an estimated $825K sold.

Bruderman Asset Management first reported a position in SDY in Q1 2015 and held it in 27 quarters. The position peaked at $6.36M in Q2 2019. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Bruderman Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 6,384 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $825K.
Bruderman Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and held it in 27 quarters.
Bruderman Asset Management's State Street SPDR S&P Dividend ETF position peaked at $6.36M in Q2 2019.
1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.