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

Lake Point 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
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	407
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	403
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	419
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	385
2021 Q2	$1K	Buy	+8	New	+$989	﹤0.01%	395
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	241
2019 Q4	$4K	Buy	+35	New	+$3.67K	﹤0.01%	403
2019 Q2	$4K	Hold	39	–	–	﹤0.01%	460
2019 Q1	$4K	Sell	39 -1,947	-98%	-$187K	﹤0.01%	460
2018 Q4	$178K	Buy	+1,986	New	+$187K	0.07%	165

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lake Point Wealth Management's SDY Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2022 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Lake Point Wealth Management first reported a position in SDY in Q4 2018 and has held it in 10 quarters since. The position peaked at $178K in Q4 2018. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

Lake Point Wealth Management held 8 shares of State Street SPDR S&P Dividend ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2022.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #407 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $178K in Q4 2018.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.