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

Aperio 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 Q4	$891K	Hold	8,411	–	–	﹤0.01%	1659
2020 Q3	$777K	Hold	8,411	–	–	﹤0.01%	1575
2020 Q2	$767K	Hold	8,411	–	–	﹤0.01%	1545
2020 Q1	$672K	Hold	8,411	–	–	﹤0.01%	1493
2019 Q4	$905K	Hold	8,411	–	–	﹤0.01%	1484
2019 Q3	$863K	Hold	8,411	–	–	﹤0.01%	1476
2019 Q2	$849K	Hold	8,411	–	–	﹤0.01%	1480
2019 Q1	$836K	Buy	+8,411	New	+$808K	﹤0.01%	1454

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Aperio Group's SDY Position: Q4 2020 in Review

Aperio Group held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2020 at 8,411 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Aperio Group first reported a position in SDY in Q1 2019 and has held it in 8 quarters since. The position peaked at $905K in Q4 2019. 864 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

Aperio Group held 8,411 shares of State Street SPDR S&P Dividend ETF worth $891K as of Q4 2020.
Aperio Group left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2020.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1659 holding.
Aperio Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 8 quarters since.
Aperio Group's State Street SPDR S&P Dividend ETF position peaked at $905K in Q4 2019.
864 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.