Independent Family Office’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Independent Family Office’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	–	Sell	-2,766	Closed	-$326K	–	69
2021 Q1	$326K	Sell	2,766 -5,491	-67%	-$616K	0.13%	49
2020 Q4	$875K	Hold	8,257	–	–	0.37%	26
2020 Q3	$763K	Hold	8,257	–	–	0.36%	28
2020 Q2	$753K	Sell	8,257 -3,116	-27%	-$274K	0.39%	25
2020 Q1	$908K	Sell	11,373 -116	-1%	-$11.4K	0.57%	18
2019 Q4	$1.24M	Buy	+11,489	New	+$1.21M	0.78%	17

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

Independent Family Office's SDY Position: Q2 2021 in Review

Independent Family Office sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 2,766 shares — an estimated $326K sold.

Independent Family Office first reported a position in SDY in Q4 2019 and held it in 6 quarters. The position peaked at $1.24M in Q4 2019. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Independent Family Office reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
Independent Family Office sold 2,766 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $326K.
Independent Family Office first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 6 quarters.
Independent Family Office's State Street SPDR S&P Dividend ETF position peaked at $1.24M in Q4 2019.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Independent Family Office's 13F filing for Q2 2021, filed 12 Aug 2021.