Professional Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Professional Planning’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 Q3	$264K	Sell	2,254 -469	-17%	-$57.4K	0.13%	110
2021 Q2	$332K	Buy	2,723 +402	+17%	+$49.7K	0.15%	97
2021 Q1	$273K	Buy	2,321 +44	+2%	+$4.93K	0.13%	100
2020 Q4	$241K	Buy	+2,277	New	+$230K	0.1%	122
2020 Q3	–	Sell	-4,230	Closed	-$386K	–	90
2020 Q2	$386K	Buy	+4,230	New	+$372K	0.21%	80

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Professional Planning's SDY Position: Q3 2021 in Review

Professional Planning reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 17% in Q3 2021, selling an estimated $57.4K and leaving 2,254 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #110.

Professional Planning first reported a position in SDY in Q2 2020 and has held it in 5 quarters since. The position peaked at $386K in Q2 2020. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

Professional Planning held 2,254 shares of State Street SPDR S&P Dividend ETF worth $264K as of Q3 2021.
Professional Planning sold 469 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $57.4K.
State Street SPDR S&P Dividend ETF made up 0.13% of Professional Planning's portfolio in Q3 2021, its #110 holding.
Professional Planning first reported a position in State Street SPDR S&P Dividend ETF in Q2 2020 and has held it in 5 quarters since.
Professional Planning's State Street SPDR S&P Dividend ETF position peaked at $386K in Q2 2020.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.