Domani 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.53M | Hold |
20,472
| – | – | 0.59% | 27 |
|
|
2022
Q4 | $2.56M | Sell |
20,472
-49
| -0.2% | -$6.05K | 0.64% | 26 |
|
|
2022
Q3 | $2.29M | Sell |
20,521
-10
| -0% | -$1.23K | 0.67% | 25 |
|
|
2022
Q2 | $2.44M | Buy |
20,531
+710
| +4% | +$88.5K | 0.67% | 25 |
|
|
2022
Q1 | $2.54M | Sell |
19,821
-303
| -2% | -$38.3K | 0.55% | 29 |
|
|
2021
Q4 | $2.6M | Buy |
20,124
+187
| +0.9% | +$23.3K | 0.51% | 28 |
|
|
2021
Q3 | $2.34M | Sell |
19,937
-551
| -3% | -$67.5K | 0.49% | 28 |
|
|
2021
Q2 | $2.5M | Sell |
20,488
-528
| -3% | -$65.3K | 0.51% | 28 |
|
|
2021
Q1 | $2.48M | Sell |
21,016
-336
| -2% | -$37.7K | 0.48% | 28 |
|
|
2020
Q4 | $2.26M | Sell |
21,352
-547
| -2% | -$55.3K | 0.46% | 28 |
|
|
2020
Q3 | $2.02M | Sell |
21,899
-2,034
| -8% | -$192K | 0.44% | 28 |
|
|
2020
Q2 | $2.18M | Buy |
23,933
+4,007
| +20% | +$352K | 0.51% | 27 |
|
|
2020
Q1 | $1.59M | Buy |
19,926
+1,684
| +9% | +$166K | 0.43% | 31 |
|
|
2019
Q4 | $1.96M | Sell |
18,242
-17
| -0.1% | -$1.78K | 0.65% | 28 |
|
|
2019
Q3 | $1.87M | Buy |
18,259
+3
| +0% | +$302 | 0.68% | 29 |
|
|
2019
Q2 | $1.84M | Buy |
18,256
+2
| +0% | +$200 | 0.69% | 28 |
|
|
2019
Q1 | $1.81M | Sell |
18,254
-3,020
| -14% | -$290K | 0.73% | 26 |
|
|
2018
Q4 | $1.9M | Sell |
21,274
-1,551
| -7% | -$146K | 0.89% | 23 |
|
|
2018
Q3 | $2.23M | Sell |
22,825
-3,192
| -12% | -$309K | 0.96% | 22 |
|
|
2018
Q2 | $2.41M | Sell |
26,017
-1,049
| -4% | -$96.6K | 1.11% | 21 |
|
|
2018
Q1 | $2.47M | Sell |
27,066
-3,551
| -12% | -$332K | 1.06% | 20 |
|
|
2017
Q4 | $2.89M | Sell |
30,617
-3,121
| -9% | -$292K | 1.27% | 18 |
|
|
2017
Q3 | $3.08M | Sell |
33,738
-8,528
| -20% | -$764K | 1.33% | 18 |
|
|
2017
Q2 | $3.76M | Sell |
42,266
-2,938
| -6% | -$260K | 1.55% | 16 |
|
|
2017
Q1 | $3.98M | Sell |
45,204
-6,786
| -13% | -$593K | 1.62% | 16 |
|
|
2016
Q4 | $4.45M | Sell |
51,990
-11,425
| -18% | -$960K | 1.79% | 15 |
|
|
2016
Q3 | $5.35M | Sell |
63,415
-10,306
| -14% | -$879K | 2.03% | 13 |
|
|
2016
Q2 | $6.19M | Sell |
73,721
-13,642
| -16% | -$1.11M | 2.4% | 9 |
|
|
2016
Q1 | $6.99M | Buy |
87,363
+1,657
| +2% | +$123K | 2.64% | 8 |
|
|
2015
Q4 | $6.3M | Sell |
85,706
-8,052
| -9% | -$614K | 2.47% | 10 |
|
|
2015
Q3 | $6.77M | Sell |
93,758
-17,518
| -16% | -$1.32M | 3.67% | 9 |
|
|
2015
Q2 | $8.48M | Buy |
111,276
+101,580
| +1,048% | +$7.96M | 4.62% | 7 |
|
|
2015
Q1 | $124K | Buy |
+9,696
| New | +$761K | 1.86% | 11 |
|
Other funds holding SDY
RJA
JIC
Domani Wealth's SDY Position: Q1 2023 in Review
Domani Wealth held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2023 at 20,472 shares worth $2.53M. The position accounts for 0.59% of the portfolio, ranked #27.
Domani Wealth first reported a position in SDY in Q1 2015 and has held it in 33 quarters since. The position peaked at $8.48M in Q2 2015. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.
- Domani Wealth held 20,472 shares of State Street SPDR S&P Dividend ETF worth $2.53M as of Q1 2023.
- Domani Wealth left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2023.
- State Street SPDR S&P Dividend ETF made up 0.59% of Domani Wealth's portfolio in Q1 2023, its #27 holding.
- Domani Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's State Street SPDR S&P Dividend ETF position peaked at $8.48M in Q2 2015.
- 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.