Novak Financial Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDY
RJA
JIC
Novak Financial Planning's SDY Position: Q2 2021 in Review
Novak Financial Planning reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.2% in Q2 2021, selling an estimated $111K and leaving 39,300 shares worth $4.81M. The position accounts for 2.35% of the portfolio, ranked #9.
Novak Financial Planning first reported a position in SDY in Q4 2020 and has held it in 3 quarters since. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.
- Novak Financial Planning held 39,300 shares of State Street SPDR S&P Dividend ETF worth $4.81M as of Q2 2021.
- Novak Financial Planning sold 902 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $111K.
- State Street SPDR S&P Dividend ETF made up 2.35% of Novak Financial Planning's portfolio in Q2 2021, its #9 holding.
- Novak Financial Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 3 quarters since.
- 896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.
Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.