Burt Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Burt Wealth Advisors’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	-154	Closed	-$16K	–	304
2020 Q4	$16K	Hold	154	–	–	0.01%	258
2020 Q3	$14K	Sell	154 -1,600	-91%	-$151K	0.01%	263
2020 Q2	$160K	Hold	1,754	–	–	0.06%	94
2020 Q1	$140K	Sell	1,754 -200	-10%	-$19.7K	0.06%	99
2019 Q4	$210K	Hold	1,954	–	–	0.08%	82
2019 Q3	$201K	Sell	1,954 -554	-22%	-$55.9K	0.08%	82
2019 Q2	$253K	Buy	2,508 +341	+16%	+$34.1K	0.11%	68
2019 Q1	$215K	Buy	2,167 +613	+39%	+$58.9K	0.1%	76
2018 Q4	$139K	Hold	1,554	–	–	0.07%	104
2018 Q3	$152K	Hold	1,554	–	–	0.07%	101
2018 Q2	$144K	Hold	1,554	–	–	0.07%	102
2018 Q1	$142K	Hold	1,554	–	–	0.07%	101
2017 Q4	$147K	Hold	1,554	–	–	0.09%	99
2017 Q3	$142K	Hold	1,554	–	–	0.09%	100
2017 Q2	$138K	Hold	1,554	–	–	0.1%	96
2017 Q1	$137K	Hold	1,554	–	–	0.1%	88
2016 Q4	$133K	Hold	1,554	–	–	0.12%	95
2016 Q3	$131K	Hold	1,554	–	–	0.14%	85
2016 Q2	$130K	Sell	1,554 -2,000	-56%	-$163K	0.14%	80
2016 Q1	$284K	Buy	3,554 +3,400	+2,208%	+$252K	0.26%	43
2015 Q4	$11K	Hold	154	–	–	0.01%	269
2015 Q3	$11K	Hold	154	–	–	0.01%	242
2015 Q2	$12K	Hold	154	–	–	0.01%	252
2015 Q1	$12K	Hold	154	–	–	0.01%	231
2014 Q4	$12K	Buy	+154	New	+$12K	0.01%	221

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Burt Wealth Advisors's SDY Position: Q1 2021 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 154 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in SDY in Q4 2014 and held it in 25 quarters. The position peaked at $284K in Q1 2016. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Burt Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 154 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $16K.
Burt Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $284K in Q1 2016.
876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.