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Great Diamond Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Great Diamond Partners’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
-4,317
Closed -$464K – 506
2019
Q4 		$464K Buy
+4,317
New +$453K 0.18% 84

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Ameriprise
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Great Diamond Partners's SDY Position: Q1 2020 in Review

Great Diamond Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 4,317 shares — an estimated $464K sold.

Great Diamond Partners first reported a position in SDY in Q4 2019 and held it in 1 quarter. The position peaked at $464K in Q4 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

  • Great Diamond Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 4,317 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $464K.
  • Great Diamond Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's State Street SPDR S&P Dividend ETF position peaked at $464K in Q4 2019.
  • 786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.