Herold Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-134
Closed -$17.2K 582
2022
Q1
$17.2K Buy
+134
New +$16.9K 0.01% 532
2021
Q4
Sell
-134
Closed -$15K 560
2021
Q3
$15K Buy
+134
New +$16.4K 0.01% 552

Other funds holding SDY

Herold Advisors's SDY Position: Q2 2022 in Review

Herold Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 134 shares — an estimated $17.2K sold.

Herold Advisors first reported a position in SDY in Q3 2021 and held it in 2 quarters. The position peaked at $17.2K in Q1 2022. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

  • Herold Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 134 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $17.2K.
  • Herold Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's State Street SPDR S&P Dividend ETF position peaked at $17.2K in Q1 2022.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.