Tevis Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Tevis Investment 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 Q4	–	Sell	-787	Closed	-$88K	–	170
2022 Q3	$88K	Buy	787 +1	+0.1%	+$123	0.09%	136
2022 Q2	$94K	Hold	786	–	–	0.09%	133
2022 Q1	$101K	Hold	786	–	–	0.09%	139
2021 Q4	$102K	Buy	+786	New	+$97.8K	0.09%	149

Other funds holding SDY

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 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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 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

Tevis Investment Management's SDY Position: Q4 2022 in Review

Tevis Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2022, closing a stake of 787 shares — an estimated $88K sold.

Tevis Investment Management first reported a position in SDY in Q4 2021 and held it in 4 quarters. The position peaked at $102K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold SDY as of Q4 2022.

Tevis Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 787 State Street SPDR S&P Dividend ETF shares in Q4 2022, an estimated $88K.
Tevis Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's State Street SPDR S&P Dividend ETF position peaked at $102K in Q4 2021.
1,123 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.