First Command Bank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First Command Bank’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 Q2	–	Sell	-53	Closed	-$4K	–	346
2020 Q1	$4K	Hold	53	–	–	﹤0.01%	305
2019 Q4	$6K	Sell	53 -200	-79%	-$21K	﹤0.01%	333
2019 Q3	$26K	Buy	253 +53	+27%	+$5.34K	0.01%	246
2019 Q2	$20K	Hold	200	–	–	0.01%	283
2019 Q1	$20K	Hold	200	–	–	0.01%	280
2018 Q4	$18K	Hold	200	–	–	0.01%	288
2018 Q3	$20K	Buy	+200	New	+$19.4K	0.01%	290

Other funds holding SDY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Command Bank's SDY Position: Q2 2020 in Review

First Command Bank sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 53 shares — an estimated $4K sold.

First Command Bank first reported a position in SDY in Q3 2018 and held it in 7 quarters. The position peaked at $26K in Q3 2019. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

First Command Bank reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
First Command Bank sold 53 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $4K.
First Command Bank first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and held it in 7 quarters.
First Command Bank's State Street SPDR S&P Dividend ETF position peaked at $26K in Q3 2019.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on First Command Bank's 13F filing for Q2 2020, filed 17 Jul 2020.