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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,668
Closed -$744K 67
2022
Q3
$744K Sell
6,668
-28
-0.4% -$3.45K 0.25% 28
2022
Q2
$795K Hold
6,696
0.36% 22
2022
Q1
$858K Hold
6,696
0.32% 18
2021
Q4
$865K Buy
+6,696
New +$833K 0.32% 18

Other funds holding SDY

ML&R Wealth Management's SDY Position: Q4 2022 in Review

ML&R Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 6,668 shares — an estimated $744K sold.

ML&R Wealth Management first reported a position in SDY in Q4 2021 and held it in 4 quarters. The position peaked at $865K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

  • ML&R Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • ML&R Wealth Management sold 6,668 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $744K.
  • ML&R Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 4 quarters.
  • ML&R Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $865K 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 ML&R Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.