M. Kulyk & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

M. Kulyk & Associates’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	–	Sell	-1,602	Closed	-$205K	–	104
2022 Q1	$205K	Buy	+1,602	New	+$202K	0.06%	103
2021 Q2	–	Sell	-4,915	Closed	-$580K	–	72
2021 Q1	$580K	Buy	+4,915	New	+$551K	0.22%	50

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

M. Kulyk & Associates's SDY Position: Q2 2022 in Review

M. Kulyk & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 1,602 shares — an estimated $205K sold.

M. Kulyk & Associates first reported a position in SDY in Q1 2021 and held it in 2 quarters. The position peaked at $580K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

M. Kulyk & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
M. Kulyk & Associates sold 1,602 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $205K.
M. Kulyk & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 2 quarters.
M. Kulyk & Associates's State Street SPDR S&P Dividend ETF position peaked at $580K in Q1 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on M. Kulyk & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.