HCR Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

HCR Wealth Advisors’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	-108	Closed	-$11K	–	258
2020 Q4	$11K	Hold	108	–	–	﹤0.01%	248
2020 Q3	$10K	Buy	108 +24	+29%	+$2.26K	﹤0.01%	224
2020 Q2	$8K	Buy	84 +4	+5%	+$352	﹤0.01%	230
2020 Q1	$6K	Buy	80 +30	+60%	+$2.96K	﹤0.01%	222
2019 Q4	$5K	Buy	+50	New	+$5.25K	﹤0.01%	222

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

HCR Wealth Advisors's SDY Position: Q1 2021 in Review

HCR Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 108 shares — an estimated $11K sold.

HCR Wealth Advisors first reported a position in SDY in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2020. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

HCR Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 108 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $11K.
HCR Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $11K in Q4 2020.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.