Joseph P. Lucia & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-360	Closed	-$43K	–	385
2022 Q2	$43K	Hold	360	–	–	0.03%	191
2022 Q1	$46K	Buy	+360	New	+$45.5K	0.03%	196
2021 Q4	–	Sell	-360	Closed	-$42K	–	471
2021 Q3	$42K	Hold	360	–	–	0.02%	234
2021 Q2	$44K	Hold	360	–	–	0.03%	228
2021 Q1	$42K	Hold	360	–	–	0.02%	219
2020 Q4	$38K	Buy	+360	New	+$36.4K	0.03%	210
2020 Q3	–	Sell	-225	Closed	-$21K	–	388
2020 Q2	$21K	Hold	225	–	–	0.02%	241
2020 Q1	$18K	Hold	225	–	–	0.02%	234
2019 Q4	$24K	Hold	225	–	–	0.02%	229
2019 Q3	$23K	Hold	225	–	–	0.02%	232
2019 Q2	$23K	Hold	225	–	–	0.02%	232
2019 Q1	$22.7K	Buy	+225	New	+$21.6K	0.04%	164

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Joseph P. Lucia & Associates's SDY Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 360 shares — an estimated $43K sold.

Joseph P. Lucia & Associates first reported a position in SDY in Q1 2019 and held it in 12 quarters. The position peaked at $46K in Q1 2022. 1,025 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 360 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $43K.
Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's State Street SPDR S&P Dividend ETF position peaked at $46K in Q1 2022.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.