Paul John Balson’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
2020
Q4
$2.1M Buy
19,855
+142
+0.7% +$14.4K 0.43% 18
2020
Q3
$1.82M Sell
19,713
-1,903
-9% -$179K 0.45% 15
2020
Q2
$1.97M Buy
21,616
+109
+0.5% +$9.58K 0.74% 14
2020
Q1
$1.72M Buy
+21,507
New +$2.12M 0.92% 12

Other funds holding SDY

Paul John Balson's SDY Position: Q4 2020 in Review

Paul John Balson increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.72% in Q4 2020, buying an estimated $14.4K and bringing the position to 19,855 shares worth $2.1M. The position accounts for 0.43% of the portfolio, ranked #18.

Paul John Balson first reported a position in SDY in Q1 2020 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

  • Paul John Balson held 19,855 shares of State Street SPDR S&P Dividend ETF worth $2.1M as of Q4 2020.
  • Paul John Balson bought 142 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $14.4K.
  • State Street SPDR S&P Dividend ETF made up 0.43% of Paul John Balson's portfolio in Q4 2020, its #18 holding.
  • Paul John Balson first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.