RVW 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
Sell
-1,764
Closed -$226K 142
2022
Q1
$226K Buy
1,764
+172
+11% +$21.7K 0.03% 125
2021
Q4
$206K Buy
+1,592
New +$198K 0.02% 129

Other funds holding SDY

RVW Wealth's SDY Position: Q2 2022 in Review

RVW Wealth sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2022, closing a stake of 1,764 shares — an estimated $226K sold.

RVW Wealth first reported a position in SDY in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q1 2022. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2022.

  • RVW Wealth reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • RVW Wealth sold 1,764 State Street SPDR S&P Dividend ETF shares in Q2 2022, an estimated $226K.
  • RVW Wealth first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 2 quarters.
  • RVW Wealth's State Street SPDR S&P Dividend ETF position peaked at $226K in Q1 2022.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2022.

Based on RVW Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.