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

Integer Wealth Advisors Group’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	$1.26M	Sell	10,519 -1,531	-13%	-$172K	0.69%	32
2020 Q4	$1.31M	Sell	12,050 -128	-1%	-$13K	0.86%	30
2020 Q3	$1.13M	Buy	12,178 +1,855	+18%	+$175K	1.03%	25
2020 Q2	$911K	Buy	10,323 +2	+0%	+$176	0.93%	25
2020 Q1	$903K	Sell	10,321 -389	-4%	-$38.4K	1.03%	24
2019 Q4	$1.14M	Buy	+10,710	New	+$1.12M	1.13%	22

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Integer Wealth Advisors Group's SDY Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 13% in Q1 2021, selling an estimated $172K and leaving 10,519 shares worth $1.26M. The position accounts for 0.69% of the portfolio, ranked #32.

Integer Wealth Advisors Group first reported a position in SDY in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2020. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Integer Wealth Advisors Group held 10,519 shares of State Street SPDR S&P Dividend ETF worth $1.26M as of Q1 2021.
Integer Wealth Advisors Group sold 1,531 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $172K.
State Street SPDR S&P Dividend ETF made up 0.69% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #32 holding.
Integer Wealth Advisors Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's State Street SPDR S&P Dividend ETF position peaked at $1.31M in Q4 2020.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.