Pinnacle Private Wealth’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$267K Buy
2,247
+610
+37% +$76.1K 0.1% 217
2022
Q1
$210K Buy
1,637
+67
+4% +$8.47K 0.07% 279
2021
Q4
$203K Buy
+1,570
New +$195K 0.06% 282

Other funds holding SDY

Pinnacle Private Wealth's SDY Position: Q2 2022 in Review

Pinnacle Private Wealth increased its State Street SPDR S&P Dividend ETF (SDY) stake by 37% in Q2 2022, buying an estimated $76.1K and bringing the position to 2,247 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #217.

Pinnacle Private Wealth first reported a position in SDY in Q4 2021 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

  • Pinnacle Private Wealth held 2,247 shares of State Street SPDR S&P Dividend ETF worth $267K as of Q2 2022.
  • Pinnacle Private Wealth bought 610 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $76.1K.
  • State Street SPDR S&P Dividend ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #217 holding.
  • Pinnacle Private Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.