Wealth Quarterback’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealth Quarterback’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 Q3	$19K	Buy	161 +1	+0.6%	+$122	0.01%	370
2021 Q2	$20K	Buy	+160	New	+$19.8K	0.01%	355
2020 Q2	–	Sell	-354	Closed	-$28.2K	–	640
2020 Q1	$28.2K	Buy	354 +45	+15%	+$4.44K	0.03%	286
2019 Q4	$33.2K	Buy	+309	New	+$32.4K	0.03%	288

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Quarterback's SDY Position: Q3 2021 in Review

Wealth Quarterback increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.63% in Q3 2021, buying an estimated $122 and bringing the position to 161 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #370.

Wealth Quarterback first reported a position in SDY in Q4 2019 and has held it in 4 quarters since. The position peaked at $33.2K in Q4 2019. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Wealth Quarterback held 161 shares of State Street SPDR S&P Dividend ETF worth $19K as of Q3 2021.
Wealth Quarterback bought 1 State Street SPDR S&P Dividend ETF share in Q3 2021, an estimated $122.
State Street SPDR S&P Dividend ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #370 holding.
Wealth Quarterback first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's State Street SPDR S&P Dividend ETF position peaked at $33.2K in Q4 2019.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.