Catalyst Private Wealth’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
2020
Q4
Sell
-300
Closed -$28K 243
2020
Q3
$28K Buy
+300
New +$28.3K 0.03% 148

Other funds holding SDY

Catalyst Private Wealth's SDY Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2020, closing a stake of 300 shares — an estimated $28K sold.

Catalyst Private Wealth first reported a position in SDY in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 863 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

  • Catalyst Private Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 300 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $28K.
  • Catalyst Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's State Street SPDR S&P Dividend ETF position peaked at $28K in Q3 2020.
  • 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.