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Bel Air Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bel Air Investment 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
2021
Q2 		$1.8M Hold
14,750
– – 0.06% 133
2021
Q1 		$1.74M Buy
+14,750
New +$1.65M 0.05% 139

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bel Air Investment Advisors's SDY Position: Q2 2021 in Review

Bel Air Investment Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2021 at 14,750 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #133.

Bel Air Investment Advisors first reported a position in SDY in Q1 2021 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

  • Bel Air Investment Advisors held 14,750 shares of State Street SPDR S&P Dividend ETF worth $1.8M as of Q2 2021.
  • Bel Air Investment Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2021.
  • State Street SPDR S&P Dividend ETF made up 0.06% of Bel Air Investment Advisors's portfolio in Q2 2021, its #133 holding.
  • Bel Air Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.