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

Brickley 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
2020 Q1	–	Sell	-4,000	Closed	-$430K	–	50
2019 Q4	$430K	Hold	4,000	–	–	0.16%	30
2019 Q3	$410K	Hold	4,000	–	–	0.17%	30
2019 Q2	$404K	Hold	4,000	–	–	0.17%	27
2019 Q1	$398K	Hold	4,000	–	–	0.18%	30
2018 Q4	$358K	Hold	4,000	–	–	0.18%	30
2018 Q3	$392K	Buy	+4,000	New	+$388K	0.18%	30

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

Brickley Wealth Management's SDY Position: Q1 2020 in Review

Brickley Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 4,000 shares — an estimated $430K sold.

Brickley Wealth Management first reported a position in SDY in Q3 2018 and held it in 6 quarters. The position peaked at $430K in Q4 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Brickley Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Brickley Wealth Management sold 4,000 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $430K.
Brickley Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and held it in 6 quarters.
Brickley Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $430K in Q4 2019.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Brickley Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.