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

FourThought Financial’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
-50
Closed -$6K – 1556
2021
Q4 		$6K Hold
50
– – ﹤0.01% 1186
2021
Q3 		$5K Hold
50
– – ﹤0.01% 1233
2021
Q2 		$6K Hold
50
– – ﹤0.01% 1199
2021
Q1 		$5K Buy
+50
New +$5.61K ﹤0.01% 1178

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial's SDY Position: Q1 2022 in Review

FourThought Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 50 shares — an estimated $6K sold.

FourThought Financial first reported a position in SDY in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

  • FourThought Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 50 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $6K.
  • FourThought Financial first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 4 quarters.
  • FourThought Financial's State Street SPDR S&P Dividend ETF position peaked at $6K 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 FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.