CPA
SDY icon

Capital Planning Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Capital Planning 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
2019
Q4 		– Sell
-110
Closed -$11K – 142
2019
Q3 		$11K Buy
+110
New +$11.1K ﹤0.01% 143

Other funds holding SDY

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Planning Advisors's SDY Position: Q4 2019 in Review

Capital Planning Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2019, closing a stake of 110 shares — an estimated $11K sold.

Capital Planning Advisors first reported a position in SDY in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 859 funds tracked by Wall St. Rank hold SDY as of Q4 2019.

  • Capital Planning Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 110 State Street SPDR S&P Dividend ETF shares in Q4 2019, an estimated $11K.
  • Capital Planning Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's State Street SPDR S&P Dividend ETF position peaked at $11K in Q3 2019.
  • 859 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.