FundX Investment Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

FundX Investment Group’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 Q1	–	Sell	-5,519	Closed	-$594K	–	67
2019 Q4	$594K	Buy	5,519 +147	+3%	+$15.4K	0.16%	43
2019 Q3	$551K	Hold	5,372	–	–	0.2%	31
2019 Q2	$542K	Sell	5,372 -113,683	-95%	-$11.4M	0.22%	32
2019 Q1	$11.8M	Buy	119,055 +15,518	+15%	+$1.49M	4.02%	9
2018 Q4	$9.27M	Buy	+103,537	New	+$9.76M	3.45%	9
2017 Q2	–	Sell	-99,521	Closed	-$8.77M	–	56
2017 Q1	$8.77M	Sell	99,521 -368,063	-79%	-$32.2M	3.69%	11
2016 Q4	$40M	Sell	467,584 -34,148	-7%	-$2.87M	14.01%	2
2016 Q3	$42.3M	Sell	501,732 -1,200	-0.2%	-$102K	10.82%	2
2016 Q2	$42.2M	Buy	+502,932	New	+$40.9M	10.55%	3

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FundX Investment Group's SDY Position: Q1 2020 in Review

FundX Investment Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 5,519 shares — an estimated $594K sold.

FundX Investment Group first reported a position in SDY in Q2 2016 and held it in 9 quarters. The position peaked at $42.3M in Q3 2016. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

FundX Investment Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 5,519 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $594K.
FundX Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 9 quarters.
FundX Investment Group's State Street SPDR S&P Dividend ETF position peaked at $42.3M in Q3 2016.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.