Advisory Resource Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Advisory Resource Group’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 Q2	–	Sell	-18,258	Closed	-$1.46M	–	98
2020 Q1	$1.46M	Buy	18,258 +3,809	+26%	+$376K	1.12%	15
2019 Q4	$1.55M	Sell	14,449 -38,782	-73%	-$4.07M	0.88%	19
2019 Q3	$5.46M	Buy	53,231 +637	+1%	+$64.2K	2.93%	9
2019 Q2	$5.31M	Buy	52,594 +9,642	+22%	+$964K	2.91%	9
2019 Q1	$4.25M	Sell	42,952 -5,577	-11%	-$536K	2.37%	11
2018 Q4	$4.34M	Buy	+48,529	New	+$4.58M	2.67%	8

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Resource Group's SDY Position: Q2 2020 in Review

Advisory Resource Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 18,258 shares — an estimated $1.46M sold.

Advisory Resource Group first reported a position in SDY in Q4 2018 and held it in 6 quarters. The position peaked at $5.46M in Q3 2019. 783 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Advisory Resource Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
Advisory Resource Group sold 18,258 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $1.46M.
Advisory Resource Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 6 quarters.
Advisory Resource Group's State Street SPDR S&P Dividend ETF position peaked at $5.46M in Q3 2019.
783 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Advisory Resource Group's 13F filing for Q2 2020, filed 19 Aug 2020.