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Shilanski & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Shilanski & Associates’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
Q4 		– Sell
-6,394
Closed -$713K – 191
2022
Q3 		$713K Buy
+6,394
New +$788K 0.26% 49

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Shilanski & Associates's SDY Position: Q4 2022 in Review

Shilanski & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 6,394 shares — an estimated $713K sold.

Shilanski & Associates first reported a position in SDY in Q3 2022 and held it in 1 quarter. The position peaked at $713K in Q3 2022. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

  • Shilanski & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 6,394 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $713K.
  • Shilanski & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's State Street SPDR S&P Dividend ETF position peaked at $713K in Q3 2022.
  • 1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.