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

Freedman Financial Associates’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	-9,030	Closed	-$1.16M	–	347
2022 Q1	$1.16M	Hold	9,030	–	–	0.8%	20
2021 Q4	$1.17M	Sell	9,030 -65	-0.7%	-$8.09K	0.8%	20
2021 Q3	$1.07M	Hold	9,095	–	–	0.78%	21
2021 Q2	$1.11M	Hold	9,095	–	–	0.84%	20
2021 Q1	$1.07M	Hold	9,095	–	–	0.89%	19
2020 Q4	$963K	Buy	+9,095	New	+$920K	0.86%	19

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

Freedman Financial Associates's SDY Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 9,030 shares — an estimated $1.16M sold.

Freedman Financial Associates first reported a position in SDY in Q4 2020 and held it in 6 quarters. The position peaked at $1.17M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 9,030 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $1.16M.
Freedman Financial Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR S&P Dividend ETF position peaked at $1.17M in Q4 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.