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

Liberty 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
2021 Q4	–	Sell	-979	Closed	-$115K	–	930
2021 Q3	$115K	Buy	979 +6	+0.6%	+$735	0.04%	265
2021 Q2	$119K	Buy	973 +12	+1%	+$1.48K	0.05%	188
2021 Q1	$102K	Hold	961	–	–	0.05%	176
2020 Q4	$102K	Buy	961 +8	+0.8%	+$809	0.05%	174
2020 Q3	$88K	Buy	953 +34	+4%	+$3.21K	0.05%	174
2020 Q2	$84K	Buy	919 +6	+0.7%	+$527	0.06%	164
2020 Q1	$73K	Buy	913 +8	+0.9%	+$789	0.06%	174
2019 Q4	$97K	Buy	905 +7	+0.8%	+$735	0.08%	161
2019 Q3	$92K	Buy	898 +5	+0.6%	+$504	0.09%	159
2019 Q2	$90K	Buy	893 +57	+7%	+$5.7K	0.08%	181
2019 Q1	$83K	Buy	836 +4	+0.5%	+$384	0.06%	159
2018 Q4	$74K	Buy	+832	New	+$78.5K	0.06%	155

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

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

Liberty Wealth Management's SDY Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 979 shares — an estimated $115K sold.

Liberty Wealth Management first reported a position in SDY in Q4 2018 and held it in 12 quarters. The position peaked at $119K in Q2 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 979 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $115K.
Liberty Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $119K in Q2 2021.
992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.