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Boys Arnold & Co’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-11,015
Closed -$880K – 179
2020
Q1 		$880K Sell
11,015
-3,488
-24% -$344K 0.16% 123
2019
Q4 		$1.56M Sell
14,503
-500
-3% -$52.5K 0.21% 101
2019
Q3 		$1.53M Buy
15,003
+180
+1% +$18.1K 0.23% 97
2019
Q2 		$1.5M Buy
14,823
+500
+3% +$50K 0.22% 96
2019
Q1 		$1.42M Sell
14,323
-150
-1% -$14.4K 0.21% 104
2018
Q4 		$1.28M Sell
14,473
-1,600
-10% -$151K 0.21% 110
2018
Q3 		$1.57M Sell
16,073
-10,365
-39% -$1M 0.22% 103
2018
Q2 		$2.45M Sell
26,438
-300
-1% -$27.6K 0.36% 76
2018
Q1 		$2.44M Buy
26,738
+281
+1% +$26.3K 0.36% 76
2017
Q4 		$2.5M Buy
26,457
+4
+0% +$375 0.38% 71
2017
Q3 		$2.42M Sell
26,453
-204
-0.8% -$18.3K 0.39% 70
2017
Q2 		$2.37M Buy
26,657
+501
+2% +$44.4K 0.31% 73
2017
Q1 		$2.31M Buy
26,156
+1,156
+5% +$101K 0.36% 75
2016
Q4 		$2.14M Sell
25,000
-294
-1% -$24.7K 0.36% 74
2016
Q3 		$2.13M Sell
25,294
-348
-1% -$29.7K 0.36% 74
2016
Q2 		$2.15M Buy
25,642
+6,437
+34% +$523K 0.37% 73
2016
Q1 		$1.53M Sell
19,205
-38,191
-67% -$2.83M 0.61% 49
2015
Q4 		$4.22M Buy
57,396
+26,927
+88% +$2.05M 0.46% 62
2015
Q3 		$2.2M Buy
30,469
+178
+0.6% +$13.4K 0.46% 65
2015
Q2 		$2.31M Buy
30,291
+208
+0.7% +$16.3K 0.45% 68
2015
Q1 		$2.35M Buy
30,083
+301
+1% +$23.6K 0.45% 68
2014
Q4 		$2.35M Buy
29,782
+960
+3% +$75K 0.46% 70
2014
Q3 		$2.16M Hold
28,822
– – 0.43% 73
2014
Q2 		$2.21M Buy
28,822
+100
+0.3% +$7.49K 0.38% 78
2014
Q1 		$2.11M Sell
28,722
-450
-2% -$32.4K 0.38% 76
2013
Q4 		$2.12M Buy
29,172
+1,328
+5% +$95.5K 0.4% 74
2013
Q3 		$1.92M Sell
27,844
-7,450
-21% -$514K 0.4% 75
2013
Q2 		$2.34M Buy
+35,294
New +$2.38M 0.51% 68

Other funds holding SDY

Bank of America
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boys Arnold & Co's SDY Position: Q2 2020 in Review

Boys Arnold & Co sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 11,015 shares — an estimated $880K sold.

Boys Arnold & Co first reported a position in SDY in Q2 2013 and held it in 28 quarters. The position peaked at $4.22M in Q4 2015. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

  • Boys Arnold & Co reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 11,015 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $880K.
  • Boys Arnold & Co first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's State Street SPDR S&P Dividend ETF position peaked at $4.22M in Q4 2015.
  • 784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.