Centric Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
RJA
JIC
Centric Wealth Management's SDY Position: Q3 2022 in Review
Centric Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 11,352 shares — an estimated $1.35M sold.
Centric Wealth Management first reported a position in SDY in Q1 2022 and held it in 2 quarters. The position peaked at $1.46M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.
- Centric Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
- Centric Wealth Management sold 11,352 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $1.35M.
- Centric Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and held it in 2 quarters.
- Centric Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $1.46M in Q1 2022.
- 1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.
Based on Centric Wealth Management's 13F filing for Q3 2022, filed 5 Oct 2022.