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

Chicago 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
2023 Q1	–	Sell	-984	Closed	-$123K	–	49
2022 Q4	$123K	Sell	984 -67,771	-99%	-$8.37M	0.11%	40
2022 Q3	$7.67M	Buy	68,755 +5,513	+9%	+$679K	7.34%	7
2022 Q2	$7.51M	Buy	63,242 +3,804	+6%	+$474K	6.7%	9
2022 Q1	$7.62M	Buy	59,438 +608	+1%	+$76.8K	5.11%	12
2021 Q4	$7.6M	Buy	58,830 +54,504	+1,260%	+$6.78M	5.09%	10
2021 Q3	$509K	Buy	+4,326	New	+$530K	0.37%	28

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Chicago Wealth Management's SDY Position: Q1 2023 in Review

Chicago Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 984 shares — an estimated $123K sold.

Chicago Wealth Management first reported a position in SDY in Q3 2021 and held it in 6 quarters. The position peaked at $7.67M in Q3 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

Chicago Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
Chicago Wealth Management sold 984 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $123K.
Chicago Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and held it in 6 quarters.
Chicago Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $7.67M in Q3 2022.
1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Chicago Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.