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

Vivid 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
2021 Q4	$492K	Hold	3,813	–	–	0.18%	71
2021 Q3	$448K	Hold	3,813	–	–	0.18%	70
2021 Q2	$466K	Hold	3,813	–	–	0.19%	77
2021 Q1	$450K	Hold	3,813	–	–	0.21%	74
2020 Q4	$404K	Hold	3,813	–	–	0.19%	84
2020 Q3	$352K	Hold	3,813	–	–	0.22%	65
2020 Q2	$348K	Hold	3,813	–	–	0.22%	57
2020 Q1	$305K	Hold	3,813	–	–	0.4%	58
2019 Q4	$410K	Buy	+3,813	New	+$400K	0.44%	57

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

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

Vivid Financial Management's SDY Position: Q4 2021 in Review

Vivid Financial Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2021 at 3,813 shares worth $492K. The position accounts for 0.18% of the portfolio, ranked #71.

Vivid Financial Management first reported a position in SDY in Q4 2019 and has held it in 9 quarters since. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

Vivid Financial Management held 3,813 shares of State Street SPDR S&P Dividend ETF worth $492K as of Q4 2021.
Vivid Financial Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2021.
State Street SPDR S&P Dividend ETF made up 0.18% of Vivid Financial Management's portfolio in Q4 2021, its #71 holding.
Vivid Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 9 quarters since.
992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.