Meristem Family Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Meristem Family Wealth’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 Q1	$1.21M	Buy	9,452 +494	+6%	+$62.4K	0.13%	90
2021 Q4	$1.16M	Sell	8,958 -333	-4%	-$41.4K	0.1%	115
2021 Q3	$1.09M	Buy	+9,291	New	+$1.14M	0.11%	115
2021 Q2	–	Sell	-8,591	Closed	-$1.01M	–	335
2021 Q1	$1.01M	Buy	+8,591	New	+$963K	0.2%	62
2020 Q4	–	Sell	-8,591	Closed	-$794K	–	238
2020 Q3	$794K	Sell	8,591 -566	-6%	-$53.4K	0.2%	68
2020 Q2	$835K	Hold	9,157	–	–	0.23%	65
2020 Q1	$731K	Sell	9,157 -2,600	-22%	-$256K	0.22%	66
2019 Q4	$1.26M	Hold	11,757	–	–	0.31%	48
2019 Q3	$1.21M	Buy	11,757 +9,647	+457%	+$973K	0.33%	48
2019 Q2	$213K	Buy	+2,110	New	+$211K	0.07%	156

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Meristem Family Wealth's SDY Position: Q1 2022 in Review

Meristem Family Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 5.5% in Q1 2022, buying an estimated $62.4K and bringing the position to 9,452 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #90.

Meristem Family Wealth first reported a position in SDY in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2019. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Meristem Family Wealth held 9,452 shares of State Street SPDR S&P Dividend ETF worth $1.21M as of Q1 2022.
Meristem Family Wealth bought 494 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $62.4K.
State Street SPDR S&P Dividend ETF made up 0.13% of Meristem Family Wealth's portfolio in Q1 2022, its #90 holding.
Meristem Family Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and has held it in 10 quarters since.
Meristem Family Wealth's State Street SPDR S&P Dividend ETF position peaked at $1.26M in Q4 2019.
1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.