Frontier Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Frontier Investment 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
2019 Q4	–	Sell	-2,642	Closed	-$271K	–	336
2019 Q3	$271K	Buy	2,642 +16	+0.6%	+$1.61K	0.02%	220
2019 Q2	$265K	Sell	2,626 -851	-24%	-$85.1K	0.02%	211
2019 Q1	$346K	Buy	3,477 +667	+24%	+$64.1K	0.02%	189
2018 Q4	$252K	Sell	2,810 -403	-13%	-$38K	0.02%	209
2018 Q3	$315K	Buy	3,213 +396	+14%	+$38.4K	0.02%	202
2018 Q2	$261K	Buy	+2,817	New	+$259K	0.02%	204
2016 Q3	–	Sell	-3,927	Closed	-$330K	–	211
2016 Q2	$330K	Buy	3,927 +18	+0.5%	+$1.46K	0.04%	152
2016 Q1	$312K	Buy	3,909 +16	+0.4%	+$1.19K	0.04%	138
2015 Q4	$286K	Sell	3,893 -185	-5%	-$14.1K	0.04%	129
2015 Q3	$294K	Buy	4,078 +18	+0.4%	+$1.35K	0.05%	135
2015 Q2	$309K	Sell	4,060 -477	-11%	-$37.4K	0.04%	146
2015 Q1	$352K	Sell	4,537 -41	-0.9%	-$3.22K	0.05%	140
2014 Q4	$361K	Buy	+4,578	New	+$358K	0.06%	125

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

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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

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

Frontier Investment Management's SDY Position: Q4 2019 in Review

Frontier Investment Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2019, closing a stake of 2,642 shares — an estimated $271K sold.

Frontier Investment Management first reported a position in SDY in Q4 2014 and held it in 13 quarters. The position peaked at $361K in Q4 2014. 860 funds tracked by Wall St. Rank hold SDY as of Q4 2019.

Frontier Investment Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2019 after selling out during the quarter.
Frontier Investment Management sold 2,642 State Street SPDR S&P Dividend ETF shares in Q4 2019, an estimated $271K.
Frontier Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 13 quarters.
Frontier Investment Management's State Street SPDR S&P Dividend ETF position peaked at $361K in Q4 2014.
860 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2019.

Based on Frontier Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.