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

Castle 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 Q4	–	Sell	-710	Closed	-$79K	–	532
2022 Q3	$79K	Hold	710	–	–	0.05%	166
2022 Q2	$84K	Buy	+710	New	+$88.5K	0.05%	165

Other funds holding SDY

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Castle Wealth Management's SDY Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 710 shares — an estimated $79K sold.

Castle Wealth Management first reported a position in SDY in Q2 2022 and held it in 2 quarters. The position peaked at $84K in Q2 2022. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Castle Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 710 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $79K.
Castle Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $84K in Q2 2022.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.