Navellier & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Navellier & 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
2021 Q4	–	Sell	-1,713	Closed	-$201K	–	348
2021 Q3	$201K	Hold	1,713	–	–	0.03%	301
2021 Q2	$209K	Buy	+1,713	New	+$212K	0.03%	282
2016 Q1	–	Sell	-3,850	Closed	-$283K	–	287
2015 Q4	$283K	Buy	+3,850	New	+$293K	0.03%	175

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Navellier & Associates's SDY Position: Q4 2021 in Review

Navellier & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 1,713 shares — an estimated $201K sold.

Navellier & Associates first reported a position in SDY in Q4 2015 and held it in 3 quarters. The position peaked at $283K in Q4 2015. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

Navellier & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
Navellier & Associates sold 1,713 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $201K.
Navellier & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 3 quarters.
Navellier & Associates's State Street SPDR S&P Dividend ETF position peaked at $283K in Q4 2015.
992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Navellier & Associates's 13F filing for Q4 2021, filed 14 Feb 2022.