Hoover Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hoover Financial 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 Q2	$61K	Hold	500	–	–	0.01%	255
2021 Q1	$63K	Hold	500	–	–	0.01%	245
2020 Q4	$55K	Hold	500	–	–	0.01%	234
2020 Q3	$46K	Hold	500	–	–	0.02%	139
2020 Q2	$46K	Buy	+500	New	+$43.9K	0.02%	199

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Hoover Financial Advisors's SDY Position: Q2 2021 in Review

Hoover Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2021 at 500 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #255.

Hoover Financial Advisors first reported a position in SDY in Q2 2020 and has held it in 5 quarters since. The position peaked at $63K in Q1 2021. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Hoover Financial Advisors held 500 shares of State Street SPDR S&P Dividend ETF worth $61K as of Q2 2021.
Hoover Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2021.
State Street SPDR S&P Dividend ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #255 holding.
Hoover Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $63K in Q1 2021.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.