Mid Atlantic Financial Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$6.98M	Sell	59,371 -252	-0.4%	-$30.9K	0.47%	37
2021 Q2	$7.29M	Sell	59,623 -904	-1%	-$112K	0.49%	35
2021 Q1	$7.14M	Buy	60,527 +2,808	+5%	+$315K	0.52%	38
2020 Q4	$6.11M	Buy	57,719 +997	+2%	+$101K	0.47%	40
2020 Q3	$5.77M	Sell	56,722 -571	-1%	-$53.9K	0.5%	34
2020 Q2	$5.22M	Sell	57,293 -3,589	-6%	-$315K	0.5%	36
2020 Q1	$4.86M	Sell	60,882 -1,926	-3%	-$190K	0.56%	35
2019 Q4	$6.76M	Buy	62,808 +976	+2%	+$102K	0.63%	28
2019 Q3	$6.34M	Sell	61,832 -877	-1%	-$88.4K	0.68%	24
2019 Q2	$6.33M	Sell	62,709 -2,556	-4%	-$256K	0.66%	24
2019 Q1	$6.49M	Sell	65,265 -2,862	-4%	-$275K	0.71%	22
2018 Q4	$6.1M	Buy	+68,127	New	+$6.42M	0.76%	23

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's SDY Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.42% in Q3 2021, selling an estimated $30.9K and leaving 59,371 shares worth $6.98M. The position accounts for 0.47% of the portfolio, ranked #37.

Mid Atlantic Financial Management first reported a position in SDY in Q4 2018 and has held it in 12 quarters since. The position peaked at $7.29M in Q2 2021. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Mid Atlantic Financial Management held 59,371 shares of State Street SPDR S&P Dividend ETF worth $6.98M as of Q3 2021.
Mid Atlantic Financial Management sold 252 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $30.9K.
State Street SPDR S&P Dividend ETF made up 0.47% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #37 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street SPDR S&P Dividend ETF position peaked at $7.29M in Q2 2021.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.