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

Pinnacle 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
2021 Q2	$2.08M	Buy	+16,981	New	+$2.1M	0.08%	163

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

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

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

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

Pinnacle Wealth Advisors's SDY Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2021: 16,981 shares worth $2.08M. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Pinnacle Wealth Advisors held 16,981 shares of State Street SPDR S&P Dividend ETF worth $2.08M as of Q2 2021.
State Street SPDR S&P Dividend ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
State Street SPDR S&P Dividend ETF made up 0.08% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #163 holding.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.