Momentum Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Momentum Advisors’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	$548K	Sell	4,380 -113	-3%	-$14K	0.56%	35
2022 Q3	$501K	Sell	4,493 -89	-2%	-$11K	0.55%	33
2022 Q2	$544K	Buy	+4,582	New	+$571K	0.61%	31

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

Momentum Advisors's SDY Position: Q4 2022 in Review

Momentum Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.5% in Q4 2022, selling an estimated $14K and leaving 4,380 shares worth $548K. The position accounts for 0.56% of the portfolio, ranked #35.

Momentum Advisors first reported a position in SDY in Q2 2022 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Momentum Advisors held 4,380 shares of State Street SPDR S&P Dividend ETF worth $548K as of Q4 2022.
Momentum Advisors sold 113 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $14K.
State Street SPDR S&P Dividend ETF made up 0.56% of Momentum Advisors's portfolio in Q4 2022, its #35 holding.
Momentum Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and has held it in 3 quarters since.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.