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

Palladium 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 Q2	–	Sell	-3,005	Closed	-$240K	–	247
2020 Q1	$240K	Hold	3,005	–	–	0.02%	214
2019 Q4	$323K	Buy	+3,005	New	+$315K	0.02%	220
2019 Q3	–	Sell	-2,756	Closed	-$278K	–	269
2019 Q2	$278K	Buy	+2,756	New	+$276K	0.02%	233

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Palladium Partners's SDY Position: Q2 2020 in Review

Palladium Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 3,005 shares — an estimated $240K sold.

Palladium Partners first reported a position in SDY in Q2 2019 and held it in 3 quarters. The position peaked at $323K in Q4 2019. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Palladium Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
Palladium Partners sold 3,005 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $240K.
Palladium Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and held it in 3 quarters.
Palladium Partners's State Street SPDR S&P Dividend ETF position peaked at $323K in Q4 2019.
784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Palladium Partners's 13F filing for Q2 2020, filed 10 Aug 2020.