Aspire Private Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,844
Closed -$287K 535
2019
Q2
$287K Buy
2,844
+1,229
+76% +$123K 0.14% 97
2019
Q1
$161K Buy
1,615
+570
+55% +$54.8K 0.08% 127
2018
Q4
$94K Buy
+1,045
New +$98.5K 0.05% 159

Other funds holding SDY

Aspire Private Capital's SDY Position: Q3 2019 in Review

Aspire Private Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 2,844 shares — an estimated $287K sold.

Aspire Private Capital first reported a position in SDY in Q4 2018 and held it in 3 quarters. The position peaked at $287K in Q2 2019. 751 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

  • Aspire Private Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Aspire Private Capital sold 2,844 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $287K.
  • Aspire Private Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 3 quarters.
  • Aspire Private Capital's State Street SPDR S&P Dividend ETF position peaked at $287K in Q2 2019.
  • 751 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Aspire Private Capital's 13F filing for Q3 2019, filed 12 Nov 2019.