Zions Bancorporation’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Zions Bancorporation’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	-500	Closed	-$59K	–	1058
2022 Q2	$59K	Hold	500	–	–	0.01%	445
2022 Q1	$64K	Hold	500	–	–	0.01%	477
2021 Q4	$65K	Hold	500	–	–	0.01%	428
2021 Q3	$59K	Hold	500	–	–	0.01%	435
2021 Q2	$61K	Buy	+500	New	+$61.8K	0.01%	402
2019 Q2	–	Sell	-1,597	Closed	-$159K	–	963
2019 Q1	$159K	Buy	1,597 +1,532	+2,357%	+$147K	0.03%	253
2018 Q4	$6K	Hold	65	–	–	﹤0.01%	372
2018 Q3	$6K	Hold	65	–	–	﹤0.01%	621
2018 Q2	$6K	Hold	65	–	–	﹤0.01%	374
2018 Q1	$6K	Hold	65	–	–	﹤0.01%	445
2017 Q4	$6K	Hold	65	–	–	﹤0.01%	506
2017 Q3	$6K	Hold	65	–	–	﹤0.01%	915
2017 Q2	$6K	Sell	65 -893	-93%	-$79.1K	﹤0.01%	420
2017 Q1	$85K	Sell	958 -895	-48%	-$78.2K	0.02%	163
2016 Q4	$159K	Hold	1,853	–	–	0.03%	134
2016 Q3	$153K	Hold	1,853	–	–	0.03%	134
2016 Q2	$156K	Hold	1,853	–	–	0.03%	128
2016 Q1	$148K	Hold	1,853	–	–	0.03%	140
2015 Q4	$136K	Buy	1,853 +895	+93%	+$68.2K	0.02%	137
2015 Q3	$69K	Sell	958 -3,603	-79%	-$271K	0.01%	176
2015 Q2	$348K	Buy	4,561 +4,496	+6,917%	+$352K	0.06%	115
2015 Q1	$5K	Buy	+65	New	+$5.1K	﹤0.01%	663

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

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

RJA

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

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

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

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

Zions Bancorporation's SDY Position: Q3 2022 in Review

Zions Bancorporation sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2022, closing a stake of 500 shares — an estimated $59K sold.

Zions Bancorporation first reported a position in SDY in Q1 2015 and held it in 22 quarters. The position peaked at $348K in Q2 2015. 1,025 funds tracked by Wall St. Rank hold SDY as of Q3 2022.

Zions Bancorporation reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 500 State Street SPDR S&P Dividend ETF shares in Q3 2022, an estimated $59K.
Zions Bancorporation first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and held it in 22 quarters.
Zions Bancorporation's State Street SPDR S&P Dividend ETF position peaked at $348K in Q2 2015.
1,025 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.