Gemmer Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Gemmer Asset Management’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	-371	Closed	-$47K	–	948
2022 Q1	$47K	Hold	371	–	–	0.01%	279
2021 Q4	$48K	Hold	371	–	–	0.01%	285
2021 Q3	$44K	Hold	371	–	–	0.01%	271
2021 Q2	$45K	Hold	371	–	–	0.01%	293
2021 Q1	$44K	Hold	371	–	–	0.01%	282
2020 Q4	$39K	Hold	371	–	–	0.01%	278
2020 Q3	$34K	Sell	371 -15	-4%	-$1.42K	0.01%	277
2020 Q2	$35K	Hold	386	–	–	0.01%	262
2020 Q1	$31K	Buy	386 +61	+19%	+$6.02K	0.01%	243
2019 Q4	$35K	Hold	325	–	–	0.01%	256
2019 Q3	$33K	Buy	+325	New	+$32.8K	0.01%	262
2018 Q1	–	Sell	-200	Closed	-$19K	–	1485
2017 Q4	$19K	Buy	+200	New	+$18.7K	0.01%	440

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gemmer Asset Management's SDY Position: Q2 2022 in Review

Gemmer Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 371 shares — an estimated $47K sold.

Gemmer Asset Management first reported a position in SDY in Q4 2017 and held it in 12 quarters. The position peaked at $48K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

Gemmer Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 371 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $47K.
Gemmer Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 12 quarters.
Gemmer Asset Management's State Street SPDR S&P Dividend ETF position peaked at $48K 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 Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.