NEIRG
SDY icon

New England Investment & Retirement Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-460
Closed -$37K – 183
2020
Q1 		$37K Buy
+460
New +$45.4K 0.02% 100

Other funds holding SDY

Bank of America
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New England Investment & Retirement Group's SDY Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 460 shares — an estimated $37K sold.

New England Investment & Retirement Group first reported a position in SDY in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 460 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $37K.
  • New England Investment & Retirement Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's State Street SPDR S&P Dividend ETF position peaked at $37K in Q1 2020.
  • 784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.