Peddock Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Peddock Capital 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
2021 Q1	–	Sell	-386	Closed	-$41K	–	265
2020 Q4	$41K	Buy	+386	New	+$39.1K	0.02%	178
2020 Q1	–	Sell	-386	Closed	-$42K	–	210
2019 Q4	$42K	Buy	+386	New	+$40.5K	0.02%	166
2019 Q2	–	Sell	-386	Closed	-$38K	–	207
2019 Q1	$38K	Hold	386	–	–	0.02%	169
2018 Q4	$35K	Hold	386	–	–	0.02%	177
2018 Q3	$38K	Hold	386	–	–	0.02%	182
2018 Q2	$36K	Hold	386	–	–	0.02%	185
2018 Q1	$35K	Hold	386	–	–	0.02%	181
2017 Q4	$36K	Hold	386	–	–	0.02%	180
2017 Q3	$35K	Hold	386	–	–	0.02%	180
2017 Q2	$34K	Hold	386	–	–	0.02%	181
2017 Q1	$34K	Hold	386	–	–	0.02%	161
2016 Q4	$33K	Hold	386	–	–	0.02%	155
2016 Q3	$33K	Buy	+386	New	+$32.9K	0.02%	162

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peddock Capital Advisors's SDY Position: Q1 2021 in Review

Peddock Capital Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 386 shares — an estimated $41K sold.

Peddock Capital Advisors first reported a position in SDY in Q3 2016 and held it in 13 quarters. The position peaked at $42K in Q4 2019. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Peddock Capital Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 386 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $41K.
Peddock Capital Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and held it in 13 quarters.
Peddock Capital Advisors's State Street SPDR S&P Dividend ETF position peaked at $42K in Q4 2019.
876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.