Ameritas Investment Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ameritas Investment Company’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 Q3	$12.5M	Buy	106,490 +80,665	+312%	+$9.88M	0.58%	34
2021 Q2	$12.1M	Sell	25,825 -38,538	-60%	-$4.76M	0.58%	35
2021 Q1	$7.6M	Buy	64,363 +42,231	+191%	+$4.73M	0.66%	34
2020 Q4	$2.34M	Sell	22,132 -1,700	-7%	-$172K	0.45%	46
2020 Q3	$2.17M	Hold	23,832	–	–	0.68%	31
2020 Q2	$2.17M	Sell	23,832 -48,335	-67%	-$4.25M	0.63%	32
2020 Q1	$5.56M	Buy	72,167 +56,221	+353%	+$5.54M	0.89%	20
2019 Q4	$1.72M	Sell	15,946 -23,248	-59%	-$2.44M	0.36%	59
2019 Q3	$4.08M	Buy	39,194 +31,689	+422%	+$3.19M	0.82%	20
2019 Q2	$757K	Sell	7,505 -59,373	-89%	-$5.94M	0.36%	69
2019 Q1	$6.65M	Sell	66,878 -23,030	-26%	-$2.21M	1.23%	25
2018 Q4	$8.05M	Buy	+89,908	New	+$8.48M	1.74%	8

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameritas Investment Company's SDY Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street SPDR S&P Dividend ETF (SDY) stake by 312% in Q3 2021, buying an estimated $9.88M and bringing the position to 106,490 shares worth $12.5M. The position accounts for 0.58% of the portfolio, ranked #34.

Ameritas Investment Company first reported a position in SDY in Q4 2018 and has held it in 12 quarters since. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Ameritas Investment Company held 106,490 shares of State Street SPDR S&P Dividend ETF worth $12.5M as of Q3 2021.
Ameritas Investment Company bought 80,665 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $9.88M.
State Street SPDR S&P Dividend ETF made up 0.58% of Ameritas Investment Company's portfolio in Q3 2021, its #34 holding.
Ameritas Investment Company first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 12 quarters since.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.