RPg Family Wealth Advisory’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-125	Closed	-$16K	–	281
2022 Q1	$16K	Hold	125	–	–	0.01%	228
2021 Q4	$16.1K	Hold	125	–	–	0.01%	244
2021 Q3	$14.7K	Hold	125	–	–	0.01%	250
2021 Q2	$15.3K	Buy	+125	New	+$15.4K	0.01%	248
2020 Q4	$13.2K	Hold	125	–	–	0.01%	268
2020 Q3	$11.6K	Hold	125	–	–	0.01%	268
2020 Q2	$11.4K	Buy	+125	New	+$11K	0.01%	268
2018 Q1	–	Sell	-300	Closed	-$28.3K	–	282
2017 Q4	$28.3K	Hold	300	–	–	0.02%	174
2017 Q3	$27.4K	Hold	300	–	–	0.02%	189
2017 Q2	$26.7K	Hold	300	–	–	0.02%	215
2017 Q1	$26.4K	Hold	300	–	–	0.02%	193
2016 Q4	$25.7K	Buy	+300	New	+$25.2K	0.02%	169

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

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

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RPg Family Wealth Advisory's SDY Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 125 shares — an estimated $16K sold.

RPg Family Wealth Advisory first reported a position in SDY in Q4 2016 and held it in 12 quarters. The position peaked at $28.3K in Q4 2017. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

RPg Family Wealth Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 125 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $16K.
RPg Family Wealth Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 12 quarters.
RPg Family Wealth Advisory's State Street SPDR S&P Dividend ETF position peaked at $28.3K in Q4 2017.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.