Gill Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Gill Capital Partners’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	-1,916	Closed	-$247K	–	127
2021 Q4	$247K	Sell	1,916 -19	-1%	-$2.37K	0.11%	104
2021 Q3	$227K	Buy	1,935 +1	+0.1%	+$122	0.1%	104
2021 Q2	$237K	Buy	1,934 +1	+0.1%	+$124	0.11%	101
2021 Q1	$228K	Buy	1,933 +1	+0.1%	+$112	0.12%	99
2020 Q4	$204K	Buy	+1,932	New	+$195K	0.12%	100
2018 Q4	$221K	Buy	+2,058	New	+$194K	0.15%	80

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Gill Capital Partners's SDY Position: Q1 2022 in Review

Gill Capital Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 1,916 shares — an estimated $247K sold.

Gill Capital Partners first reported a position in SDY in Q4 2018 and held it in 6 quarters. The position peaked at $247K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Gill Capital Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
Gill Capital Partners sold 1,916 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $247K.
Gill Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 6 quarters.
Gill Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $247K 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 Gill Capital Partners's 13F filing for Q1 2022, filed 11 May 2022.