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

Northstar Wealth 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
2020 Q3	$863K	Sell	9,350 -405	-4%	-$38.2K	0.4%	69
2020 Q2	$889K	Buy	9,755 +324	+3%	+$28.5K	0.37%	72
2020 Q1	$753K	Sell	9,431 -40	-0.4%	-$3.94K	0.38%	72
2019 Q4	$1.02M	Sell	9,471 -125	-1%	-$13.1K	0.42%	75
2019 Q3	$985K	Hold	9,596	–	–	0.43%	72
2019 Q2	$968K	Buy	9,596 +1,300	+16%	+$130K	0.43%	68
2019 Q1	$825K	Hold	8,296	–	–	0.38%	75
2018 Q4	$743K	Buy	8,296 +130	+2%	+$12.3K	0.39%	73
2018 Q3	$799K	Buy	8,166 +40	+0.5%	+$3.88K	0.38%	75
2018 Q2	$753K	Hold	8,126	–	–	0.38%	83
2018 Q1	$741K	Buy	+8,126	New	+$759K	0.38%	84

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 $1.37T 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

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

JIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Northstar Wealth Partners's SDY Position: Q3 2020 in Review

Northstar Wealth Partners reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4.2% in Q3 2020, selling an estimated $38.2K and leaving 9,350 shares worth $863K. The position accounts for 0.4% of the portfolio, ranked #69.

Northstar Wealth Partners first reported a position in SDY in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2019. 778 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

Northstar Wealth Partners held 9,350 shares of State Street SPDR S&P Dividend ETF worth $863K as of Q3 2020.
Northstar Wealth Partners sold 405 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $38.2K.
State Street SPDR S&P Dividend ETF made up 0.4% of Northstar Wealth Partners's portfolio in Q3 2020, its #69 holding.
Northstar Wealth Partners first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's State Street SPDR S&P Dividend ETF position peaked at $1.02M in Q4 2019.
778 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.