Pinnacle Advisory Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Pinnacle Advisory Group’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	$2.07M	Buy	+17,541	New	+$1.97M	0.1%	76
2017 Q3	–	Sell	-2,289	Closed	-$203K	–	191
2017 Q2	$203K	Sell	2,289 -861	-27%	-$76.3K	0.01%	179
2017 Q1	$278K	Buy	+3,150	New	+$275K	0.02%	164

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

JIC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Pinnacle Advisory Group's SDY Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q1 2021: 17,541 shares worth $2.07M. The stake represents 0.1% of the portfolio and ranks #76 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in SDY as recently as Q2 2017.

Pinnacle Advisory Group first reported a position in SDY in Q1 2017 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Pinnacle Advisory Group held 17,541 shares of State Street SPDR S&P Dividend ETF worth $2.07M as of Q1 2021.
State Street SPDR S&P Dividend ETF was a new Pinnacle Advisory Group position in Q1 2021.
State Street SPDR S&P Dividend ETF made up 0.1% of Pinnacle Advisory Group's portfolio in Q1 2021, its #76 holding.
Pinnacle Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 3 quarters since.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.