IberiaBank’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

IberiaBank’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
2020 Q2	$275K	Sell	3,013 -687	-19%	-$60.4K	0.03%	186
2020 Q1	$295K	Sell	3,700 -1,218	-25%	-$120K	0.04%	182
2019 Q4	$529K	Sell	4,918 -74	-1%	-$7.77K	0.06%	164
2019 Q3	$512K	Buy	4,992 +1,422	+40%	+$143K	0.06%	159
2019 Q2	$360K	Buy	3,570 +705	+25%	+$70.5K	0.04%	189
2019 Q1	$285K	Sell	2,865 -43	-1%	-$4.13K	0.03%	206
2018 Q4	$260K	Buy	+2,908	New	+$274K	0.03%	213
2015 Q2	–	Sell	-2,737	Closed	-$214K	–	202
2015 Q1	$214K	Sell	2,737 -235	-8%	-$18.4K	0.1%	185
2014 Q4	$234K	Buy	2,972 +102	+4%	+$7.97K	0.13%	152
2014 Q3	$215K	Hold	2,870	–	–	0.12%	151
2014 Q2	$220K	Hold	2,870	–	–	0.12%	165
2014 Q1	$211K	Hold	2,870	–	–	0.13%	146
2013 Q4	$208K	Sell	2,870 -175	-6%	-$12.6K	0.14%	137
2013 Q3	$210K	Hold	3,045	–	–	0.14%	147
2013 Q2	$202K	Buy	+3,045	New	+$205K	0.15%	135

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IberiaBank's SDY Position: Q2 2020 in Review

IberiaBank reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 19% in Q2 2020, selling an estimated $60.4K and leaving 3,013 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #186.

IberiaBank first reported a position in SDY in Q2 2013 and has held it in 15 quarters since. The position peaked at $529K in Q4 2019. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

IberiaBank held 3,013 shares of State Street SPDR S&P Dividend ETF worth $275K as of Q2 2020.
IberiaBank sold 687 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $60.4K.
State Street SPDR S&P Dividend ETF made up 0.03% of IberiaBank's portfolio in Q2 2020, its #186 holding.
IberiaBank first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 15 quarters since.
IberiaBank's State Street SPDR S&P Dividend ETF position peaked at $529K in Q4 2019.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.