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Lederer & Associates Investment Counsel’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Lederer & Associates Investment Counsel’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
-1,450
Closed -$171K – 138
2021
Q1 		$171K Buy
+1,450
New +$163K 0.12% 88

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lederer & Associates Investment Counsel's SDY Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 1,450 shares — an estimated $171K sold.

Lederer & Associates Investment Counsel first reported a position in SDY in Q1 2021 and held it in 1 quarter. The position peaked at $171K in Q1 2021. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 1,450 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $171K.
  • Lederer & Associates Investment Counsel first reported a position in State Street SPDR S&P Dividend ETF in Q1 2021 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's State Street SPDR S&P Dividend ETF position peaked at $171K in Q1 2021.
  • 896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.