Horizon Wealth Management’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
Q3
Sell
-2,588
Closed -$307K 101
2022
Q2
$307K Buy
+2,588
New +$323K 0.13% 73
2022
Q1
Sell
-2,039
Closed -$263K 114
2021
Q4
$263K Buy
+2,039
New +$254K 0.08% 91

Other funds holding SDY

Horizon Wealth Management's SDY Position: Q3 2022 in Review

Horizon Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 2,588 shares — an estimated $307K sold.

Horizon Wealth Management first reported a position in SDY in Q4 2021 and held it in 2 quarters. The position peaked at $307K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

  • Horizon Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 2,588 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $307K.
  • Horizon Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Horizon Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $307K in Q2 2022.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Horizon Wealth Management's 13F filing for Q3 2022, filed 18 Nov 2022.