Meeder Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Meeder Asset 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 Q4	–	Sell	-712	Closed	-$79K	–	1780
2022 Q3	$79K	Sell	712 -72	-9%	-$8.87K	﹤0.01%	741
2022 Q2	$93K	Hold	784	–	–	0.01%	742
2022 Q1	$100K	Sell	784 -759	-49%	-$95.9K	﹤0.01%	794
2021 Q4	$199K	Sell	1,543 -33	-2%	-$4.11K	0.02%	326
2021 Q3	$185K	Buy	1,576 +1,049	+199%	+$128K	0.01%	743
2021 Q2	$64K	Buy	+527	New	+$65.1K	﹤0.01%	1048

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

Meeder Asset Management's SDY Position: Q4 2022 in Review

Meeder Asset Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 712 shares — an estimated $79K sold.

Meeder Asset Management first reported a position in SDY in Q2 2021 and held it in 6 quarters. The position peaked at $199K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Meeder Asset Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 712 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $79K.
Meeder Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 6 quarters.
Meeder Asset Management's State Street SPDR S&P Dividend ETF position peaked at $199K in Q4 2021.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.