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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-607
Closed -$60K 401
2019
Q1
$60K Buy
607
+282
+87% +$27.1K 0.05% 205
2018
Q4
$29K Hold
325
0.02% 246
2018
Q3
$32K Sell
325
-200
-38% -$19.4K 0.02% 253
2018
Q2
$49K Hold
525
0.04% 216
2018
Q1
$48K Buy
+525
New +$49.1K 0.04% 219

Other funds holding SDY

Northwest Wealth Management's SDY Position: Q2 2019 in Review

Northwest Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2019, closing a stake of 607 shares — an estimated $60K sold.

Northwest Wealth Management first reported a position in SDY in Q1 2018 and held it in 5 quarters. The position peaked at $60K in Q1 2019. 740 funds tracked by Wall St. Rank hold SDY as of Q2 2019.

  • Northwest Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 607 State Street SPDR S&P Dividend ETF shares in Q2 2019, an estimated $60K.
  • Northwest Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $60K in Q1 2019.
  • 740 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.