Proffitt & Goodson’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Proffitt & Goodson’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	-425	Closed	-$50K	–	261
2021 Q3	$50K	Hold	425	–	–	0.01%	155
2021 Q2	$52K	Hold	425	–	–	0.01%	158
2021 Q1	$50K	Hold	425	–	–	0.01%	157
2020 Q4	$45K	Hold	425	–	–	0.01%	158
2020 Q3	$39K	Hold	425	–	–	0.01%	154
2020 Q2	$39K	Hold	425	–	–	0.01%	152
2020 Q1	$34K	Buy	+425	New	+$41.9K	0.01%	127

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Proffitt & Goodson's SDY Position: Q4 2021 in Review

Proffitt & Goodson sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 425 shares — an estimated $50K sold.

Proffitt & Goodson first reported a position in SDY in Q1 2020 and held it in 7 quarters. The position peaked at $52K in Q2 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

Proffitt & Goodson reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
Proffitt & Goodson sold 425 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $50K.
Proffitt & Goodson first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 7 quarters.
Proffitt & Goodson's State Street SPDR S&P Dividend ETF position peaked at $52K in Q2 2021.
992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Proffitt & Goodson's 13F filing for Q4 2021, filed 28 Jan 2022.