Heritage Wealth Management (Arizona)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Heritage Wealth Management (Arizona)’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	$276K	Buy	2,210 +1,905	+625%	+$235K	0.04%	303
2022 Q3	$34K	Buy	+305	New	+$37.6K	0.01%	455
2022 Q2	–	Sell	-65	Closed	-$8K	–	1046
2022 Q1	$8K	Buy	+65	New	+$8.21K	﹤0.01%	742

Other funds holding SDY

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 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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 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

Heritage Wealth Management (Arizona)'s SDY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 625% in Q4 2022, buying an estimated $235K and bringing the position to 2,210 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #303.

Heritage Wealth Management (Arizona) first reported a position in SDY in Q1 2022 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,210 shares of State Street SPDR S&P Dividend ETF worth $276K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,905 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $235K.
State Street SPDR S&P Dividend ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #303 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2022 and has held it in 3 quarters since.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.