Johnson Midwest Financial’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
2023
Q1
Sell
-475
Closed -$59K 400
2022
Q4
$59K Sell
475
-763
-62% -$94.2K 0.22% 77
2022
Q3
$138 Buy
+1,238
New +$152K 0.53% 38

Other funds holding SDY

Johnson Midwest Financial's SDY Position: Q1 2023 in Review

Johnson Midwest Financial sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2023, closing a stake of 475 shares — an estimated $59K sold.

Johnson Midwest Financial first reported a position in SDY in Q3 2022 and held it in 2 quarters. The position peaked at $59K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SDY as of Q1 2023.

  • Johnson Midwest Financial reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Johnson Midwest Financial sold 475 State Street SPDR S&P Dividend ETF shares in Q1 2023, an estimated $59K.
  • Johnson Midwest Financial first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 2 quarters.
  • Johnson Midwest Financial's State Street SPDR S&P Dividend ETF position peaked at $59K in Q4 2022.
  • 1,106 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2023.

Based on Johnson Midwest Financial's 13F filing for Q1 2023, filed 19 Apr 2023.