Clear Creek Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clear Creek Financial 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	-3,220	Closed	-$344K	–	188
2019 Q4	$344K	Buy	3,220 +427	+15%	+$44.8K	0.14%	82
2019 Q3	$295K	Sell	2,793 -259	-8%	-$26.1K	0.14%	85
2019 Q2	$307K	Buy	+3,052	New	+$305K	0.13%	87

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

Clear Creek Financial Management's SDY Position: Q1 2020 in Review

Clear Creek Financial Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 3,220 shares — an estimated $344K sold.

Clear Creek Financial Management first reported a position in SDY in Q2 2019 and held it in 3 quarters. The position peaked at $344K in Q4 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Clear Creek Financial Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Clear Creek Financial Management sold 3,220 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $344K.
Clear Creek Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and held it in 3 quarters.
Clear Creek Financial Management's State Street SPDR S&P Dividend ETF position peaked at $344K in Q4 2019.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Clear Creek Financial Management's 13F filing for Q1 2020, filed 23 Apr 2020.