Corundum Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Corundum Group’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	-2,313	Closed	-$283K	–	101
2021 Q2	$283K	Hold	2,313	–	–	0.19%	81
2021 Q1	$273K	Hold	2,313	–	–	0.21%	75
2020 Q4	$245K	Hold	2,313	–	–	0.2%	77
2020 Q3	$214K	Buy	+2,313	New	+$218K	0.21%	77
2019 Q1	–	Sell	-12,340	Closed	-$1.1M	–	76
2018 Q4	$1.1M	Buy	+12,340	New	+$1.16M	1.01%	15
2018 Q2	$354K	Buy	3,820 +3	+0.1%	+$276	0.44%	25
2018 Q1	$348K	Buy	3,817 +282	+8%	+$26.4K	0.38%	23
2017 Q4	$334K	Buy	3,535 +5	+0.1%	+$469	0.36%	28
2017 Q3	$322	Buy	+3,530	New	+$316K	0.34%	29

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

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

Corundum Group's SDY Position: Q3 2021 in Review

Corundum Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 2,313 shares — an estimated $283K sold.

Corundum Group first reported a position in SDY in Q3 2017 and held it in 9 quarters. The position peaked at $1.1M in Q4 2018. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Corundum Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
Corundum Group sold 2,313 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $283K.
Corundum Group first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and held it in 9 quarters.
Corundum Group's State Street SPDR S&P Dividend ETF position peaked at $1.1M in Q4 2018.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Corundum Group's 13F filing for Q3 2021, filed 2 Nov 2021.