Harvest Group Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Harvest Group Wealth Management’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	-48	Closed	-$5K	–	587
2020 Q4	$5K	Sell	48 -103	-68%	-$10.4K	﹤0.01%	262
2020 Q3	$14K	Buy	151 +1	+0.7%	+$94	0.01%	194
2020 Q2	$13K	Sell	150 -41	-21%	-$3.6K	0.01%	194
2020 Q1	$15K	Buy	191 +1	+0.5%	+$99	0.02%	167
2019 Q4	$20K	Buy	190 +1	+0.5%	+$105	0.02%	161
2019 Q3	$19K	Buy	189 +144	+320%	+$14.5K	0.02%	174
2019 Q2	$4K	Hold	45	–	–	0.01%	404
2019 Q1	$5K	Buy	+45	New	+$4.33K	﹤0.01%	393

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Group Wealth Management's SDY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 48 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in SDY in Q1 2019 and held it in 8 quarters. The position peaked at $20K in Q4 2019. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Harvest Group Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 48 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $5K.
Harvest Group Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $20K in Q4 2019.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.