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McDonald Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

McDonald Partners’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
Q3 		– Sell
-1,703
Closed -$208K – 304
2021
Q2 		$208K Sell
1,703
-400
-19% -$49.4K 0.05% 290
2021
Q1 		$248K Buy
2,103
+20
+1% +$2.24K 0.06% 254
2020
Q4 		$221K Buy
+2,083
New +$211K 0.06% 256

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $3.02B AUM 21.81% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McDonald Partners's SDY Position: Q3 2021 in Review

McDonald Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 1,703 shares — an estimated $208K sold.

McDonald Partners first reported a position in SDY in Q4 2020 and held it in 3 quarters. The position peaked at $248K in Q1 2021. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

  • McDonald Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • McDonald Partners sold 1,703 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $208K.
  • McDonald Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 3 quarters.
  • McDonald Partners's State Street SPDR S&P Dividend ETF position peaked at $248K in Q1 2021.
  • 881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on McDonald Partners's 13F filing for Q3 2021, filed 28 Oct 2021.