Olympiad Research’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Olympiad Research’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 Q3	$1.56M	Sell	13,978 -9,299	-40%	-$1.15M	0.84%	33
2022 Q2	$2.76M	Buy	23,277 +2,939	+14%	+$366K	1.24%	21
2022 Q1	$2.61M	Buy	20,338 +12,805	+170%	+$1.62M	0.8%	37
2021 Q4	$973K	Sell	7,533 -2,331	-24%	-$290K	0.35%	84
2021 Q3	$1.16M	Sell	9,864 -5,706	-37%	-$699K	0.36%	93
2021 Q2	$1.9M	Buy	15,570 +12,983	+502%	+$1.6M	0.66%	64
2021 Q1	$305K	Buy	+2,587	New	+$290K	0.13%	145
2020 Q4	–	Sell	-15,433	Closed	-$1.43M	–	313
2020 Q3	$1.43M	Buy	+15,433	New	+$1.46M	0.73%	18
2020 Q2	–	Sell	-7,173	Closed	-$573K	–	390
2020 Q1	$573K	Buy	+7,173	New	+$707K	0.58%	31

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Olympiad Research's SDY Position: Q3 2022 in Review

Olympiad Research reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 40% in Q3 2022, selling an estimated $1.15M and leaving 13,978 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #33.

Olympiad Research first reported a position in SDY in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.76M in Q2 2022. 1,025 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Olympiad Research held 13,978 shares of State Street SPDR S&P Dividend ETF worth $1.56M as of Q3 2022.
Olympiad Research sold 9,299 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $1.15M.
State Street SPDR S&P Dividend ETF made up 0.84% of Olympiad Research's portfolio in Q3 2022, its #33 holding.
Olympiad Research first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 9 quarters since.
Olympiad Research's State Street SPDR S&P Dividend ETF position peaked at $2.76M in Q2 2022.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.