Accurate Investment Solutions’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Accurate Investment Solutions’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
2020 Q1	–	Sell	-39	Closed	-$4K	–	499
2019 Q4	$4K	Buy	39 +1	+3%	+$105	﹤0.01%	355
2019 Q3	$4K	Hold	38	–	–	﹤0.01%	299
2019 Q2	$4K	Hold	38	–	–	﹤0.01%	304
2019 Q1	$4K	Hold	38	–	–	﹤0.01%	288
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	271
2018 Q3	$4K	Sell	38 -559	-94%	-$54.2K	﹤0.01%	296
2018 Q2	$56K	Buy	597 +4	+0.7%	+$368	0.04%	137
2018 Q1	$54K	Buy	593 +3	+0.5%	+$280	0.04%	136
2017 Q4	$56K	Buy	590 +17	+3%	+$1.59K	0.04%	129
2017 Q3	$52K	Buy	573 +536	+1,449%	+$48K	0.04%	139
2017 Q2	$3K	Hold	37	–	–	﹤0.01%	294
2017 Q1	$3K	Hold	37	–	–	﹤0.01%	253
2016 Q4	$3K	Hold	37	–	–	﹤0.01%	254
2016 Q3	$3K	Hold	37	–	–	﹤0.01%	242
2016 Q2	$3K	Buy	+37	New	+$3.01K	﹤0.01%	239

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accurate Investment Solutions's SDY Position: Q1 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 39 shares — an estimated $4K sold.

Accurate Investment Solutions first reported a position in SDY in Q2 2016 and held it in 15 quarters. The position peaked at $56K in Q2 2018. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Accurate Investment Solutions reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 39 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $4K.
Accurate Investment Solutions first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 15 quarters.
Accurate Investment Solutions's State Street SPDR S&P Dividend ETF position peaked at $56K in Q2 2018.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.