MFA Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

MFA Wealth Advisors’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 Q3	–	Sell	-377	Closed	-$34.4K	–	189
2020 Q2	$34.4K	Buy	+377	New	+$33.1K	0.02%	85
2018 Q3	–	Sell	-4,566	Closed	-$443K	–	63
2018 Q2	$443K	Buy	+4,566	New	+$420K	0.29%	44
2018 Q1	–	Sell	-4,586	Closed	-$436K	–	60
2017 Q4	$436K	Buy	+4,586	New	+$430K	0.3%	46

Other funds holding SDY

RJA

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

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

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

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

JIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MFA Wealth Advisors's SDY Position: Q3 2020 in Review

MFA Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2020, closing a stake of 377 shares — an estimated $34.4K sold.

MFA Wealth Advisors first reported a position in SDY in Q4 2017 and held it in 3 quarters. The position peaked at $443K in Q2 2018. 777 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

MFA Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 377 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $34.4K.
MFA Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 3 quarters.
MFA Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $443K in Q2 2018.
777 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.