Piershale Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Piershale Financial Group’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
2023 Q2	$38.1K	Buy	311 +1	+0.3%	+$122	0.02%	48
2023 Q1	$38.3K	Buy	310 +2	+0.6%	+$252	0.03%	41
2022 Q4	$38.6K	Buy	+308	New	+$38K	0.03%	40

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $3.45B AUM 27.72% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Piershale Financial Group's SDY Position: Q2 2023 in Review

Piershale Financial Group increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.32% in Q2 2023, buying an estimated $122 and bringing the position to 311 shares worth $38.1K. The position accounts for 0.02% of the portfolio, ranked #48.

Piershale Financial Group first reported a position in SDY in Q4 2022 and has held it in 3 quarters since. The position peaked at $38.6K in Q4 2022. 1,095 funds tracked by Wall St. Rank hold SDY as of Q2 2023.

Piershale Financial Group held 311 shares of State Street SPDR S&P Dividend ETF worth $38.1K as of Q2 2023.
Piershale Financial Group bought 1 State Street SPDR S&P Dividend ETF share in Q2 2023, an estimated $122.
State Street SPDR S&P Dividend ETF made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #48 holding.
Piershale Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2022 and has held it in 3 quarters since.
Piershale Financial Group's State Street SPDR S&P Dividend ETF position peaked at $38.6K in Q4 2022.
1,095 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.