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Paces Ferry Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-346
Closed -$32K – 928
2020
Q3 		$32K Buy
+346
New +$32.6K 0.03% 272

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Paces Ferry Wealth Advisors's SDY Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2020, closing a stake of 346 shares — an estimated $32K sold.

Paces Ferry Wealth Advisors first reported a position in SDY in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 863 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 346 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $32K.
  • Paces Ferry Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $32K in Q3 2020.
  • 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.