Investors Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Investors Financial Group’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	-6,122	Closed	-$791K	–	149
2021 Q4	$791K	Sell	6,122 -58	-0.9%	-$7.22K	0.37%	73
2021 Q3	$726K	Hold	6,180	–	–	0.38%	70
2021 Q2	$756K	Sell	6,180 -119	-2%	-$14.7K	0.41%	69
2021 Q1	$744K	Hold	6,299	–	–	0.44%	64
2020 Q4	$667K	Buy	6,299 +220	+4%	+$22.3K	0.44%	62
2020 Q3	$562K	Sell	6,079 -100	-2%	-$9.43K	0.42%	71
2020 Q2	$564K	Hold	6,179	–	–	0.46%	63
2020 Q1	$493K	Sell	6,179 -3,611	-37%	-$356K	0.5%	64
2019 Q4	$1.05M	Buy	+9,790	New	+$1.03M	0.86%	33

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

Investors Financial Group's SDY Position: Q1 2022 in Review

Investors Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 6,122 shares — an estimated $791K sold.

Investors Financial Group first reported a position in SDY in Q4 2019 and held it in 9 quarters. The position peaked at $1.05M in Q4 2019. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Investors Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 6,122 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $791K.
Investors Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street SPDR S&P Dividend ETF position peaked at $1.05M in Q4 2019.
1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.