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

Campbell 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
Q3 		– Sell
-664
Closed -$61K – 293
2020
Q2 		$61K Buy
+664
New +$58.4K 0.01% 134

Other funds holding SDY

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Campbell Wealth Management's SDY Position: Q3 2020 in Review

Campbell Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2020, closing a stake of 664 shares — an estimated $61K sold.

Campbell Wealth Management first reported a position in SDY in Q2 2020 and held it in 1 quarter. The position peaked at $61K in Q2 2020. 777 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

  • Campbell Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 664 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $61K.
  • Campbell Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $61K in Q2 2020.
  • 777 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.