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

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-200	Closed	-$16K	–	662
2020 Q1	$16K	Hold	200	–	–	0.01%	280
2019 Q4	$22K	Hold	200	–	–	0.01%	261
2019 Q3	$21K	Hold	200	–	–	0.01%	244
2019 Q2	$20K	Hold	200	–	–	0.01%	276
2019 Q1	$20K	Hold	200	–	–	0.01%	310
2018 Q4	$18K	Buy	+200	New	+$18.9K	0.01%	312

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Global Wealth Management Investment Advisory's SDY Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 200 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in SDY in Q4 2018 and held it in 6 quarters. The position peaked at $22K in Q4 2019. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 200 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $16K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P Dividend ETF position peaked at $22K in Q4 2019.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.