Ethic Inc’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ethic Inc’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 Q2	–	Sell	-1,747	Closed	-$224K	–	780
2022 Q1	$224K	Hold	1,747	–	–	0.02%	679
2021 Q4	$226K	Sell	1,747 -1,651	-49%	-$205K	0.02%	588
2021 Q3	$399K	Buy	3,398 +229	+7%	+$28K	0.04%	416
2021 Q2	$388K	Buy	+3,169	New	+$392K	0.05%	401

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ethic Inc's SDY Position: Q2 2022 in Review

Ethic Inc sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 1,747 shares — an estimated $224K sold.

Ethic Inc first reported a position in SDY in Q2 2021 and held it in 4 quarters. The position peaked at $399K in Q3 2021. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

Ethic Inc reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
Ethic Inc sold 1,747 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $224K.
Ethic Inc first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 4 quarters.
Ethic Inc's State Street SPDR S&P Dividend ETF position peaked at $399K in Q3 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Ethic Inc's 13F filing for Q2 2022, filed 10 Aug 2022.