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

Huber 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
2019 Q2	–	Sell	-2,266	Closed	-$225K	–	131
2019 Q1	$225K	Sell	2,266 -971	-30%	-$93.3K	0.11%	108
2018 Q4	$290K	Buy	+3,237	New	+$305K	0.16%	78
2018 Q1	–	Sell	-2,223	Closed	-$210K	–	98
2017 Q4	$210K	Buy	+2,223	New	+$208K	0.23%	75

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

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Huber Financial Advisors's SDY Position: Q2 2019 in Review

Huber Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2019, closing a stake of 2,266 shares — an estimated $225K sold.

Huber Financial Advisors first reported a position in SDY in Q4 2017 and held it in 3 quarters. The position peaked at $290K in Q4 2018. 740 funds tracked by Wall St. Rank hold SDY as of Q2 2019.

Huber Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2019 after selling out during the quarter.
Huber Financial Advisors sold 2,266 State Street SPDR S&P Dividend ETF shares in Q2 2019, an estimated $225K.
Huber Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 3 quarters.
Huber Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $290K in Q4 2018.
740 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2019.

Based on Huber Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.