Karp Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Karp Capital Management’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	–	Sell	-2,893	Closed	-$231K	–	99
2020 Q1	$231K	Sell	2,893 -489	-14%	-$48.2K	0.08%	84
2019 Q4	$364K	Hold	3,382	–	–	0.1%	89
2019 Q3	$347K	Hold	3,382	–	–	0.1%	89
2019 Q2	$341K	Hold	3,382	–	–	0.11%	91
2019 Q1	$336K	Buy	3,382 +2,336	+223%	+$225K	0.12%	100
2018 Q4	$94K	Buy	+1,046	New	+$98.6K	0.04%	114

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Karp Capital Management's SDY Position: Q2 2020 in Review

Karp Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 2,893 shares — an estimated $231K sold.

Karp Capital Management first reported a position in SDY in Q4 2018 and held it in 6 quarters. The position peaked at $364K in Q4 2019. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Karp Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
Karp Capital Management sold 2,893 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $231K.
Karp Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 6 quarters.
Karp Capital Management's State Street SPDR S&P Dividend ETF position peaked at $364K in Q4 2019.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Karp Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.