FormulaFolio Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

FormulaFolio Investments’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 Q2	$77K	Hold	630	–	–	0.03%	122
2021 Q1	$79K	Sell	630 -1,471	-70%	-$165K	0.03%	118
2020 Q4	$223K	Buy	+2,101	New	+$213K	﹤0.01%	604

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FormulaFolio Investments's SDY Position: Q2 2021 in Review

FormulaFolio Investments held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2021 at 630 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #122.

FormulaFolio Investments first reported a position in SDY in Q4 2020 and has held it in 3 quarters since. The position peaked at $223K in Q4 2020. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

FormulaFolio Investments held 630 shares of State Street SPDR S&P Dividend ETF worth $77K as of Q2 2021.
FormulaFolio Investments left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2021.
State Street SPDR S&P Dividend ETF made up 0.03% of FormulaFolio Investments's portfolio in Q2 2021, its #122 holding.
FormulaFolio Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 3 quarters since.
FormulaFolio Investments's State Street SPDR S&P Dividend ETF position peaked at $223K in Q4 2020.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.