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

Permit Capital 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 Q1	$173K	Buy	+1,311	New	+$166K	0.07%	72

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

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

Permit Capital Advisors's SDY Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2022: 1,311 shares worth $173K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

1,028 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Permit Capital Advisors held 1,311 shares of State Street SPDR S&P Dividend ETF worth $173K as of Q1 2022.
State Street SPDR S&P Dividend ETF was a new Permit Capital Advisors position in Q1 2022.
State Street SPDR S&P Dividend ETF made up 0.07% of Permit Capital Advisors's portfolio in Q1 2022, its #72 holding.
1,028 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.