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Birchcreek Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-316
Closed -$33K – 250
2020
Q4 		$33K Buy
+316
New +$32K 0.03% 264

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RJA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Birchcreek Wealth Management's SDY Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 316 shares — an estimated $33K sold.

Birchcreek Wealth Management first reported a position in SDY in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 316 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $33K.
  • Birchcreek Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $33K in Q4 2020.
  • 876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.