Brand Asset Management Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Brand Asset Management Group’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 Q1	–	Sell	-28	Closed	-$3K	–	308
2019 Q4	$3K	Hold	28	–	–	﹤0.01%	300
2019 Q3	$3K	Hold	28	–	–	﹤0.01%	299
2019 Q2	$3K	Hold	28	–	–	﹤0.01%	308
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	297
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	202
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	243
2018 Q2	$3K	Buy	+28	New	+$2.58K	﹤0.01%	230

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

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

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

Brand Asset Management Group's SDY Position: Q1 2020 in Review

Brand Asset Management Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 28 shares — an estimated $3K sold.

Brand Asset Management Group first reported a position in SDY in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Brand Asset Management Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Brand Asset Management Group sold 28 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $3K.
Brand Asset Management Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and held it in 7 quarters.
Brand Asset Management Group's State Street SPDR S&P Dividend ETF position peaked at $3K in Q4 2019.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Brand Asset Management Group's 13F filing for Q1 2020, filed 23 Apr 2020.