DZ Bank
SDY icon

DZ Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

DZ Bank’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
-4,100
Closed -$528K – 1123
2021
Q4 		$528K Buy
+4,100
New +$510K ﹤0.01% 877

Other funds holding SDY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DZ Bank's SDY Position: Q1 2022 in Review

DZ Bank sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 4,100 shares — an estimated $528K sold.

DZ Bank first reported a position in SDY in Q4 2021 and held it in 1 quarter. The position peaked at $528K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

  • DZ Bank reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • DZ Bank sold 4,100 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $528K.
  • DZ Bank first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 1 quarter.
  • DZ Bank's State Street SPDR S&P Dividend ETF position peaked at $528K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on DZ Bank's 13F filing for Q1 2022, filed 16 May 2022.