Allen Capital Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Allen Capital 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	-3,666	Closed	-$293K	–	137
2020 Q1	$293K	Hold	3,666	–	–	0.09%	107
2019 Q4	$394K	Hold	3,666	–	–	0.1%	108
2019 Q3	$364K	Hold	3,666	–	–	0.11%	105
2019 Q2	$370K	Hold	3,666	–	–	0.12%	98
2019 Q1	$364K	Buy	+3,666	New	+$352K	0.12%	96

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Allen Capital Group's SDY Position: Q2 2020 in Review

Allen Capital Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 3,666 shares — an estimated $293K sold.

Allen Capital Group first reported a position in SDY in Q1 2019 and held it in 5 quarters. The position peaked at $394K in Q4 2019. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Allen Capital Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
Allen Capital Group sold 3,666 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $293K.
Allen Capital Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 5 quarters.
Allen Capital Group's State Street SPDR S&P Dividend ETF position peaked at $394K in Q4 2019.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Allen Capital Group's 13F filing for Q2 2020, filed 5 Aug 2020.