Bingham Osborn & Scarborough’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bingham Osborn & Scarborough’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	–	Sell	-3,116	Closed	-$288K	–	163
2020 Q3	$288K	Hold	3,116	–	–	0.02%	128
2020 Q2	$284K	Hold	3,116	–	–	0.02%	126
2020 Q1	$249K	Hold	3,116	–	–	0.02%	125
2019 Q4	$335K	Buy	3,116 +1,000	+47%	+$105K	0.03%	118
2019 Q3	$217K	Sell	2,116 -157	-7%	-$15.8K	0.02%	143
2019 Q2	$229K	Buy	2,273 +157	+7%	+$15.7K	0.02%	133
2019 Q1	$210K	Buy	+2,116	New	+$203K	0.02%	137

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bingham Osborn & Scarborough's SDY Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2020, closing a stake of 3,116 shares — an estimated $288K sold.

Bingham Osborn & Scarborough first reported a position in SDY in Q1 2019 and held it in 7 quarters. The position peaked at $335K in Q4 2019. 864 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

Bingham Osborn & Scarborough reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2020 after selling out during the quarter.
Bingham Osborn & Scarborough sold 3,116 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $288K.
Bingham Osborn & Scarborough first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 7 quarters.
Bingham Osborn & Scarborough's State Street SPDR S&P Dividend ETF position peaked at $335K in Q4 2019.
864 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.