Beacon Pointe Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$4.9M	Sell	45,556 -902	-2%	-$94.7K	0.9%	26
2019 Q3	$4.76M	Sell	46,458 -318	-0.7%	-$32.1K	1%	22
2019 Q2	$4.71M	Buy	46,776 +48	+0.1%	+$4.8K	1%	22
2019 Q1	$4.65M	Sell	46,728 -279	-0.6%	-$26.8K	1.06%	20
2018 Q4	$4.21M	Buy	+47,007	New	+$4.43M	1.52%	12

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SDY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.9% in Q4 2019, selling an estimated $94.7K and leaving 45,556 shares worth $4.9M. The position accounts for 0.9% of the portfolio, ranked #26.

Beacon Pointe Wealth Advisors first reported a position in SDY in Q4 2018 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold SDY as of Q4 2019.

Beacon Pointe Wealth Advisors held 45,556 shares of State Street SPDR S&P Dividend ETF worth $4.9M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 902 State Street SPDR S&P Dividend ETF shares in Q4 2019, an estimated $94.7K.
State Street SPDR S&P Dividend ETF made up 0.9% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #26 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 5 quarters since.
859 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.