G&S Capital’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

G&S Capital’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	-221	Closed	-$23K	–	232
2019 Q4	$23K	Hold	221	–	–	0.01%	158
2019 Q3	$23K	Hold	221	–	–	0.01%	139
2019 Q2	$22K	Hold	221	–	–	0.01%	154
2019 Q1	$22K	Hold	221	–	–	0.01%	148
2018 Q4	$20K	Hold	221	–	–	0.02%	131
2018 Q3	$22K	Hold	221	–	–	0.02%	150
2018 Q2	$20K	Hold	221	–	–	0.02%	147
2018 Q1	$20K	Sell	221 -1,236	-85%	-$116K	0.02%	146
2017 Q4	$138K	Buy	+1,457	New	+$137K	0.1%	82

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

G&S Capital's SDY Position: Q1 2020 in Review

G&S Capital sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 221 shares — an estimated $23K sold.

G&S Capital first reported a position in SDY in Q4 2017 and held it in 9 quarters. The position peaked at $138K in Q4 2017. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

G&S Capital reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
G&S Capital sold 221 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $23K.
G&S Capital first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 9 quarters.
G&S Capital's State Street SPDR S&P Dividend ETF position peaked at $138K in Q4 2017.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on G&S Capital's 13F filing for Q1 2020, filed 23 Apr 2020.