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Parker Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Parker Investment 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
Q4 		– Sell
-6,429
Closed -$756K – 39
2021
Q3 		$756K Sell
6,429
-1,617
-20% -$198K 0.05% 22
2021
Q2 		$984K Buy
+8,046
New +$994K 0.13% 20

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parker Investment Management's SDY Position: Q4 2021 in Review

Parker Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 6,429 shares — an estimated $756K sold.

Parker Investment Management first reported a position in SDY in Q2 2021 and held it in 2 quarters. The position peaked at $984K in Q2 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

  • Parker Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Parker Investment Management sold 6,429 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $756K.
  • Parker Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2021 and held it in 2 quarters.
  • Parker Investment Management's State Street SPDR S&P Dividend ETF position peaked at $984K in Q2 2021.
  • 992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Parker Investment Management's 13F filing for Q4 2021, filed 21 Jan 2022.