Jackson Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Jackson Wealth Management’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
2021 Q3	–	Sell	-3,328	Closed	-$407K	–	112
2021 Q2	$407K	Buy	3,328 +297	+10%	+$36.7K	0.05%	110
2021 Q1	$358K	Buy	+3,031	New	+$340K	0.05%	111
2020 Q1	–	Sell	-6,785	Closed	-$730K	–	156
2019 Q4	$730K	Sell	6,785 -11	-0.2%	-$1.16K	0.12%	126
2019 Q3	$680K	Buy	+6,796	New	+$685K	0.14%	109
2016 Q3	–	Sell	-10,066	Closed	-$845K	–	71
2016 Q2	$845K	Buy	+10,066	New	+$818K	0.31%	63

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jackson Wealth Management's SDY Position: Q3 2021 in Review

Jackson Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 3,328 shares — an estimated $407K sold.

Jackson Wealth Management first reported a position in SDY in Q2 2016 and held it in 5 quarters. The position peaked at $845K in Q2 2016. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Jackson Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
Jackson Wealth Management sold 3,328 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $407K.
Jackson Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 5 quarters.
Jackson Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $845K in Q2 2016.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.