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TAP Consulting’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

TAP Consulting’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
-101
Closed -$13K – 464
2021
Q4 		$13K Buy
+101
New +$12.6K ﹤0.01% 399

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting's SDY Position: Q1 2022 in Review

TAP Consulting sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 101 shares — an estimated $13K sold.

TAP Consulting first reported a position in SDY in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

  • TAP Consulting reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 101 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $13K.
  • TAP Consulting first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's State Street SPDR S&P Dividend ETF position peaked at $13K in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.