Engrave Wealth Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Engrave Wealth Partners’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	-1,828	Closed	-$166K	–	360
2020 Q2	$166K	Buy	1,828 +890	+95%	+$78.2K	0.15%	56
2020 Q1	$74K	Hold	938	–	–	0.09%	72
2019 Q4	$100K	Buy	+938	New	+$98.5K	0.1%	80

Other funds holding SDY

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engrave Wealth Partners's SDY Position: Q3 2020 in Review

Engrave Wealth Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2020, closing a stake of 1,828 shares — an estimated $166K sold.

Engrave Wealth Partners first reported a position in SDY in Q4 2019 and held it in 3 quarters. The position peaked at $166K in Q2 2020. 777 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

Engrave Wealth Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 1,828 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $166K.
Engrave Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $166K in Q2 2020.
777 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.