Harel Insurance Investments & Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Harel Insurance Investments & Financial Services’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	-1,000	Closed	-$101K	–	853
2020 Q4	$101K	Buy	+1,000	New	+$101K	﹤0.01%	547
2019 Q3	–	Sell	-1,000	Closed	-$101K	–	561
2019 Q2	$101K	Hold	1,000	–	–	0.01%	243
2019 Q1	$99K	Hold	1,000	–	–	0.01%	186
2018 Q4	$90K	Sell	1,000 -500	-33%	-$47.1K	0.01%	241
2018 Q3	$147K	Sell	1,500 -300	-17%	-$29.1K	0.01%	230
2018 Q2	$167K	Hold	1,800	–	–	0.01%	202
2018 Q1	$164K	Hold	1,800	–	–	0.01%	225
2017 Q4	$170K	Hold	1,800	–	–	0.01%	225
2017 Q3	$164K	Hold	1,800	–	–	0.01%	198
2017 Q2	$160K	Hold	1,800	–	–	0.01%	207
2017 Q1	$159K	Buy	+1,800	New	+$157K	0.01%	179
2016 Q4	–	Hold	0	–	–	–	129
2016 Q3	–	Hold	0	–	–	–	137
2016 Q2	–	Hold	0	–	–	–	194
2016 Q1	–	Hold	0	–	–	–	135

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

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 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SDY Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 1,000 shares — an estimated $101K sold.

Harel Insurance Investments & Financial Services first reported a position in SDY in Q1 2017 and held it in 11 quarters. The position peaked at $170K in Q4 2017. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Harel Insurance Investments & Financial Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,000 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $101K.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's State Street SPDR S&P Dividend ETF position peaked at $170K in Q4 2017.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.