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Atlanta Financial Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atlanta Financial Associates’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
Q3 		– Sell
-4,428
Closed -$404K – 70
2020
Q2 		$404K Sell
4,428
-172
-4% -$15.1K 0.22% 37
2020
Q1 		$367K Buy
+4,600
New +$454K 0.29% 34

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlanta Financial Associates's SDY Position: Q3 2020 in Review

Atlanta Financial Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2020, closing a stake of 4,428 shares — an estimated $404K sold.

Atlanta Financial Associates first reported a position in SDY in Q1 2020 and held it in 2 quarters. The position peaked at $404K in Q2 2020. 777 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

  • Atlanta Financial Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Atlanta Financial Associates sold 4,428 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $404K.
  • Atlanta Financial Associates first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 2 quarters.
  • Atlanta Financial Associates's State Street SPDR S&P Dividend ETF position peaked at $404K in Q2 2020.
  • 777 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Atlanta Financial Associates's 13F filing for Q3 2020, filed 6 Nov 2020.