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

Lynwood 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 Q3	–	Sell	-10,000	Closed	-$1.19M	–	154
2022 Q2	$1.19M	Buy	+10,000	New	+$1.25M	1.33%	22

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

JIC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Lynwood Capital Management's SDY Position: Q3 2022 in Review

Lynwood Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 10,000 shares — an estimated $1.19M sold.

Lynwood Capital Management first reported a position in SDY in Q2 2022 and held it in 1 quarter. The position peaked at $1.19M in Q2 2022. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Lynwood Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
Lynwood Capital Management sold 10,000 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $1.19M.
Lynwood Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 1 quarter.
Lynwood Capital Management's State Street SPDR S&P Dividend ETF position peaked at $1.19M in Q2 2022.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Lynwood Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.