Litman Gregory Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Litman Gregory Wealth 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
2019 Q3	–	Sell	-11	Closed	-$1K	–	235
2019 Q2	$1K	Buy	+11	New	+$1.1K	﹤0.01%	233
2014 Q1	–	Sell	-408	Closed	-$75K	–	27
2013 Q4	$75K	Buy	+408	New	+$29.3K	0.09%	16

Other funds holding SDY

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

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

RJA

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

JIC

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

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

Litman Gregory Wealth Management's SDY Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 11 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in SDY in Q4 2013 and held it in 2 quarters. The position peaked at $75K in Q4 2013. 752 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

Litman Gregory Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 11 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $1K.
Litman Gregory Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 2 quarters.
Litman Gregory Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $75K in Q4 2013.
752 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.