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Walled Lake Planning & Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Walled Lake Planning & Wealth 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 		– Sell
-151
Closed -$18K – 278
2021
Q3 		$18K Buy
+151
New +$18.5K 0.01% 229

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SDY Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 151 shares — an estimated $18K sold.

Walled Lake Planning & Wealth Management first reported a position in SDY in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 151 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $18K.
  • Walled Lake Planning & Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $18K in Q3 2021.
  • 992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.