Acorn Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Acorn Wealth Advisors’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	–	Sell	-10,575	Closed	-$1.25M	–	173
2021 Q1	$1.25M	Buy	10,575 +63	+0.6%	+$7.06K	0.89%	23
2020 Q4	$1.11M	Buy	10,512 +3	+0%	+$304	0.88%	22
2020 Q3	$971K	Buy	10,509 +3	+0%	+$283	0.85%	23
2020 Q2	$958K	Buy	10,506 +2	+0%	+$176	0.89%	23
2020 Q1	$844K	Buy	10,504 +828	+9%	+$81.7K	0.95%	23
2019 Q4	$1.03M	Buy	9,676 +2	+0%	+$210	0.87%	23
2019 Q3	$1.02M	Buy	9,674 +2	+0%	+$202	0.88%	23
2019 Q2	$965K	Sell	9,672 -298	-3%	-$29.8K	0.88%	24
2019 Q1	$1.01M	Sell	9,970 -148	-1%	-$14.2K	0.91%	22
2018 Q4	$923K	Buy	10,118 +152	+2%	+$14.3K	0.95%	23
2018 Q3	$939K	Buy	9,966 +9,672	+3,290%	+$937K	0.93%	25
2018 Q2	$27K	Buy	294 +2	+0.7%	+$184	0.02%	354
2018 Q1	$27K	Buy	292 +1	+0.3%	+$93	0.02%	352
2017 Q4	$28K	Buy	+291	New	+$27.3K	0.03%	335

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

Acorn Wealth Advisors's SDY Position: Q2 2021 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 10,575 shares — an estimated $1.25M sold.

Acorn Wealth Advisors first reported a position in SDY in Q4 2017 and held it in 14 quarters. The position peaked at $1.25M in Q1 2021. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 10,575 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $1.25M.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 14 quarters.
Acorn Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $1.25M in Q1 2021.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Acorn Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.