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

Merriman 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
2020 Q4	–	Sell	-2,807	Closed	-$259K	–	206
2020 Q3	$259K	Buy	+2,807	New	+$265K	0.04%	143
2020 Q1	–	Sell	-2,392	Closed	-$257K	–	194
2019 Q4	$257K	Buy	2,392 +137	+6%	+$14.4K	0.05%	156
2019 Q3	$231K	Sell	2,255 -13	-0.6%	-$1.31K	0.05%	156
2019 Q2	$2.3K	Hold	2,268	–	–	0.04%	164
2019 Q1	$225K	Hold	2,268	–	–	0.04%	183
2018 Q4	$204K	Buy	2,268 +140	+7%	+$13.2K	0.04%	150
2018 Q3	$208K	Sell	2,128 -163	-7%	-$15.8K	0.04%	166
2018 Q2	$212K	Buy	+2,291	New	+$211K	0.05%	157

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Merriman Wealth Management's SDY Position: Q4 2020 in Review

Merriman Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2020, closing a stake of 2,807 shares — an estimated $259K sold.

Merriman Wealth Management first reported a position in SDY in Q2 2018 and held it in 8 quarters. The position peaked at $259K in Q3 2020. 863 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

Merriman Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2020 after selling out during the quarter.
Merriman Wealth Management sold 2,807 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $259K.
Merriman Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2018 and held it in 8 quarters.
Merriman Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $259K in Q3 2020.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Merriman Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.