AWM
SDY icon

Altus Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Altus Wealth 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
2020
Q1 		– Sell
-102,627
Closed -$11M – 34
2019
Q4 		$11M Buy
+102,627
New +$10.8M 10.81% 3

Other funds holding SDY

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altus Wealth Management's SDY Position: Q1 2020 in Review

Altus Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 102,627 shares — an estimated $11M sold.

Altus Wealth Management first reported a position in SDY in Q4 2019 and held it in 1 quarter. The position peaked at $11M in Q4 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

  • Altus Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Altus Wealth Management sold 102,627 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $11M.
  • Altus Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Altus Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $11M in Q4 2019.
  • 786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Altus Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.