Sterling Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sterling Financial Planning’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 Q3	–	Sell	-1,756	Closed	-$208K	–	87
2022 Q2	$208K	Buy	1,756 +3	+0.2%	+$374	0.15%	88
2022 Q1	$225K	Buy	1,753 +2	+0.1%	+$253	0.14%	86
2021 Q4	$226K	Sell	1,751 -85	-5%	-$10.6K	0.14%	90
2021 Q3	$216K	Sell	1,836 -46	-2%	-$5.63K	0.14%	84
2021 Q2	$230K	Sell	1,882 -235	-11%	-$29K	0.15%	74
2021 Q1	$250K	Buy	2,117 +15	+0.7%	+$1.68K	0.18%	66
2020 Q4	$223K	Buy	+2,102	New	+$213K	0.18%	69

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Financial Planning's SDY Position: Q3 2022 in Review

Sterling Financial Planning sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 1,756 shares — an estimated $208K sold.

Sterling Financial Planning first reported a position in SDY in Q4 2020 and held it in 7 quarters. The position peaked at $250K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Sterling Financial Planning reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
Sterling Financial Planning sold 1,756 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $208K.
Sterling Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 7 quarters.
Sterling Financial Planning's State Street SPDR S&P Dividend ETF position peaked at $250K in Q1 2021.
1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Sterling Financial Planning's 13F filing for Q3 2022, filed 2 Nov 2022.