Kings Point Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Kings Point Capital 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
2022 Q1	$53K	Hold	410	–	–	﹤0.01%	339
2021 Q4	$53K	Hold	410	–	–	﹤0.01%	377
2021 Q3	$48K	Hold	410	–	–	﹤0.01%	363
2021 Q2	$50K	Sell	410 -781	-66%	-$96.5K	﹤0.01%	346
2021 Q1	$141K	Buy	1,191 +781	+190%	+$87.6K	0.01%	233
2020 Q4	$43K	Hold	410	–	–	﹤0.01%	333
2020 Q3	$38K	Hold	410	–	–	﹤0.01%	335
2020 Q2	$37K	Hold	410	–	–	0.01%	305
2020 Q1	$33K	Hold	410	–	–	0.01%	319
2019 Q4	$44K	Buy	+410	New	+$43K	0.01%	334

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

Kings Point Capital Management's SDY Position: Q1 2022 in Review

Kings Point Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2022 at 410 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Kings Point Capital Management first reported a position in SDY in Q4 2019 and has held it in 10 quarters since. The position peaked at $141K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Kings Point Capital Management held 410 shares of State Street SPDR S&P Dividend ETF worth $53K as of Q1 2022.
Kings Point Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2022.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #339 holding.
Kings Point Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's State Street SPDR S&P Dividend ETF position peaked at $141K in Q1 2021.
1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.