Lehman & Derafelo Financial Resources’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-820	Closed	-$91K	–	175
2022 Q3	$91K	Buy	820 +670	+447%	+$82.5K	0.03%	105
2022 Q2	$18K	Buy	+150	New	+$18.7K	0.01%	156
2021 Q4	–	Sell	-150	Closed	-$18K	–	173
2021 Q3	$18K	Buy	150 +100	+200%	+$12.2K	0.01%	158
2021 Q2	$6K	Buy	+50	New	+$6.18K	﹤0.01%	208

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SDY Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 820 shares — an estimated $91K sold.

Lehman & Derafelo Financial Resources first reported a position in SDY in Q2 2021 and held it in 4 quarters. The position peaked at $91K in Q3 2022. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 820 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $91K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 4 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Dividend ETF position peaked at $91K in Q3 2022.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.