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

Parisi Gray Wealth Management’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 Q3	–	Sell	-1,066	Closed	-$130K	–	471
2021 Q2	$130K	Buy	+1,066	New	+$132K	0.05%	167
2019 Q2	–	Sell	-1,037	Closed	-$103K	–	386
2019 Q1	$103K	Hold	1,037	–	–	0.07%	133
2018 Q4	$92K	Hold	1,037	–	–	0.06%	136
2018 Q3	$101K	Hold	1,037	–	–	0.06%	138
2018 Q2	$98K	Hold	1,037	–	–	0.07%	143
2018 Q1	$94K	Hold	1,037	–	–	0.07%	139
2017 Q4	$98K	Buy	+1,037	New	+$97.2K	0.07%	139

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Parisi Gray Wealth Management's SDY Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 1,066 shares — an estimated $130K sold.

Parisi Gray Wealth Management first reported a position in SDY in Q4 2017 and held it in 7 quarters. The position peaked at $130K in Q2 2021. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Parisi Gray Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,066 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $130K.
Parisi Gray Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $130K in Q2 2021.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.