Buffington Mohr McNeal’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Buffington Mohr McNeal’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 Q3	–	Sell	-2,322	Closed	-$284K	–	122
2021 Q2	$284K	Hold	2,322	–	–	0.06%	115
2021 Q1	$274K	Hold	2,322	–	–	0.06%	113
2020 Q4	$246K	Hold	2,322	–	–	0.06%	112
2020 Q3	$215K	Hold	2,322	–	–	0.06%	112
2020 Q2	$212K	Buy	+2,322	New	+$204K	0.06%	112
2020 Q1	–	Sell	-2,322	Closed	-$250K	–	115
2019 Q4	$250K	Hold	2,322	–	–	0.07%	108
2019 Q3	$238K	Hold	2,322	–	–	0.07%	109
2019 Q2	$234K	Hold	2,322	–	–	0.07%	112
2019 Q1	$231K	Sell	2,322 -300	-11%	-$28.8K	0.07%	113
2018 Q4	$235K	Sell	2,622 -883	-25%	-$83.3K	0.09%	113
2018 Q3	$343K	Hold	3,505	–	–	0.12%	106
2018 Q2	$325K	Buy	3,505 +22	+0.6%	+$2.03K	0.12%	111
2018 Q1	$318K	Sell	3,483 -1,000	-22%	-$93.5K	0.12%	105
2017 Q4	$424K	Hold	4,483	–	–	0.16%	94
2017 Q3	$417K	Hold	4,483	–	–	0.16%	96
2017 Q2	$398K	Buy	+4,483	New	+$397K	0.16%	102

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJA

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buffington Mohr McNeal's SDY Position: Q3 2021 in Review

Buffington Mohr McNeal sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 2,322 shares — an estimated $284K sold.

Buffington Mohr McNeal first reported a position in SDY in Q2 2017 and held it in 16 quarters. The position peaked at $424K in Q4 2017. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Buffington Mohr McNeal reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
Buffington Mohr McNeal sold 2,322 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $284K.
Buffington Mohr McNeal first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and held it in 16 quarters.
Buffington Mohr McNeal's State Street SPDR S&P Dividend ETF position peaked at $424K in Q4 2017.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Buffington Mohr McNeal's 13F filing for Q3 2021, filed 13 Oct 2021.