20/20 Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

20/20 Capital 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 Q2	$4.58M	Buy	37,414 +4,844	+15%	+$599K	1.19%	25
2021 Q1	$3.84M	Buy	32,570 +4,535	+16%	+$508K	1.11%	24
2020 Q4	$3M	Buy	+28,035	New	+$2.84M	0.88%	32

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

20/20 Capital Management's SDY Position: Q2 2021 in Review

20/20 Capital Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 15% in Q2 2021, buying an estimated $599K and bringing the position to 37,414 shares worth $4.58M. The position accounts for 1.19% of the portfolio, ranked #25.

20/20 Capital Management first reported a position in SDY in Q4 2020 and has held it in 3 quarters since. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

20/20 Capital Management held 37,414 shares of State Street SPDR S&P Dividend ETF worth $4.58M as of Q2 2021.
20/20 Capital Management bought 4,844 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $599K.
State Street SPDR S&P Dividend ETF made up 1.19% of 20/20 Capital Management's portfolio in Q2 2021, its #25 holding.
20/20 Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 3 quarters since.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.