CKW Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

CKW Financial Group’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	-207	Closed	-$30K	–	242
2021 Q4	$30K	Hold	207	–	–	﹤0.01%	149
2021 Q3	$25K	Hold	207	–	–	﹤0.01%	156
2021 Q2	$25K	Buy	+207	New	+$25.6K	﹤0.01%	162

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

CKW Financial Group's SDY Position: Q1 2022 in Review

CKW Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 207 shares — an estimated $30K sold.

CKW Financial Group first reported a position in SDY in Q2 2021 and held it in 3 quarters. The position peaked at $30K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

CKW Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
CKW Financial Group sold 207 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $30K.
CKW Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 3 quarters.
CKW Financial Group's State Street SPDR S&P Dividend ETF position peaked at $30K in Q4 2021.
1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on CKW Financial Group's 13F filing for Q1 2022, filed 28 Apr 2022.