Signet Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Signet Financial Management’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 Q1	–	Sell	-70	Closed	-$9K	–	1144
2021 Q4	$9K	Buy	+70	New	+$8.71K	﹤0.01%	1074
2018 Q2	–	Sell	-400	Closed	-$36K	–	1097
2018 Q1	$36K	Buy	+400	New	+$37.4K	0.01%	400
2015 Q3	–	Sell	-25,817	Closed	-$1.97M	–	204
2015 Q2	$1.97M	Buy	+25,817	New	+$2.02M	0.45%	59

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Signet Financial Management's SDY Position: Q1 2022 in Review

Signet Financial Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 70 shares — an estimated $9K sold.

Signet Financial Management first reported a position in SDY in Q2 2015 and held it in 3 quarters. The position peaked at $1.97M in Q2 2015. 1,028 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Signet Financial Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 70 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $9K.
Signet Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 3 quarters.
Signet Financial Management's State Street SPDR S&P Dividend ETF position peaked at $1.97M in Q2 2015.
1,028 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.