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Willis Johnson & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Willis Johnson & Associates’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
Q3 		– Sell
-3,644
Closed -$433K – 104
2022
Q2 		$433K Buy
+3,644
New +$454K 0.06% 73

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Willis Johnson & Associates's SDY Position: Q3 2022 in Review

Willis Johnson & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 3,644 shares — an estimated $433K sold.

Willis Johnson & Associates first reported a position in SDY in Q2 2022 and held it in 1 quarter. The position peaked at $433K in Q2 2022. 1,026 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

  • Willis Johnson & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 3,644 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $433K.
  • Willis Johnson & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Willis Johnson & Associates's State Street SPDR S&P Dividend ETF position peaked at $433K in Q2 2022.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Willis Johnson & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.