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

Frontier Wealth 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
2021 Q1	–	Sell	-2,785	Closed	-$295K	–	401
2020 Q4	$295K	Hold	2,785	–	–	0.02%	296
2020 Q3	$257K	Buy	2,785 +45	+2%	+$4.24K	0.02%	301
2020 Q2	$250K	Hold	2,740	–	–	0.02%	299
2020 Q1	$219K	Buy	+2,740	New	+$270K	0.04%	258

Other funds holding SDY

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

RJA

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

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

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

Frontier Wealth Management's SDY Position: Q1 2021 in Review

Frontier Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 2,785 shares — an estimated $295K sold.

Frontier Wealth Management first reported a position in SDY in Q1 2020 and held it in 4 quarters. The position peaked at $295K in Q4 2020. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Frontier Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Frontier Wealth Management sold 2,785 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $295K.
Frontier Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 4 quarters.
Frontier Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $295K in Q4 2020.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Frontier Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.