Prentice Wealth Management’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
2021
Q4
Sell
-125
Closed -$15K 263
2021
Q3
$15K Hold
125
0.01% 234
2021
Q2
$15K Sell
125
-200
-62% -$24.7K 0.01% 227
2021
Q1
$38K Buy
+325
New +$36.4K 0.02% 186

Other funds holding SDY

Prentice Wealth Management's SDY Position: Q4 2021 in Review

Prentice Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 125 shares — an estimated $15K sold.

Prentice Wealth Management first reported a position in SDY in Q1 2021 and held it in 3 quarters. The position peaked at $38K in Q1 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

  • Prentice Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 125 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $15K.
  • Prentice Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $38K in Q1 2021.
  • 992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.