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Greenwood Capital Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Greenwood Capital 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
Q4 		– Sell
-3,315
Closed -$370K – 232
2022
Q3 		$370K Buy
+3,315
New +$408K 0.06% 193

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Greenwood Capital Associates's SDY Position: Q4 2022 in Review

Greenwood Capital Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 3,315 shares — an estimated $370K sold.

Greenwood Capital Associates first reported a position in SDY in Q3 2022 and held it in 1 quarter. The position peaked at $370K in Q3 2022. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

  • Greenwood Capital Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Greenwood Capital Associates sold 3,315 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $370K.
  • Greenwood Capital Associates first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Greenwood Capital Associates's State Street SPDR S&P Dividend ETF position peaked at $370K in Q3 2022.
  • 1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Greenwood Capital Associates's 13F filing for Q4 2022, filed 26 Jan 2023.