Welch Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Welch Group’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	-24,369	Closed	-$3.15M	–	224
2021 Q4	$3.15M	Buy	+24,369	New	+$3.03M	0.18%	59
2017 Q3	–	Sell	-1,294	Closed	-$115K	–	147
2017 Q2	$115K	Buy	+1,294	New	+$115K	0.02%	151

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Welch Group's SDY Position: Q1 2022 in Review

Welch Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2022, closing a stake of 24,369 shares — an estimated $3.15M sold.

Welch Group first reported a position in SDY in Q2 2017 and held it in 2 quarters. The position peaked at $3.15M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Welch Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2022 after selling out during the quarter.
Welch Group sold 24,369 State Street SPDR S&P Dividend ETF shares in Q1 2022, an estimated $3.15M.
Welch Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and held it in 2 quarters.
Welch Group's State Street SPDR S&P Dividend ETF position peaked at $3.15M 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 Welch Group's 13F filing for Q1 2022, filed 29 Apr 2022.