Psagot Value Holdings’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Psagot Value Holdings’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	–	Sell	-13,061	Closed	-$1.54M	–	499
2021 Q1	$1.54M	Hold	13,061	–	–	0.03%	168
2020 Q4	$1.38M	Hold	13,061	–	–	0.03%	158
2020 Q3	$1.21M	Hold	13,061	–	–	0.03%	153
2020 Q2	$1.19M	Sell	13,061 -2,868	-18%	-$252K	0.03%	138
2020 Q1	$1.27M	Hold	15,929	–	–	0.05%	124
2019 Q4	$1.71M	Hold	15,929	–	–	0.06%	149
2019 Q3	$1.63M	Hold	15,929	–	–	0.07%	133
2019 Q2	$1.61M	Hold	15,929	–	–	0.07%	145
2019 Q1	$1.58M	Hold	15,929	–	–	0.07%	148
2018 Q4	$1.43M	Hold	15,929	–	–	0.07%	150
2018 Q3	$1.56M	Hold	15,929	–	–	0.07%	126
2018 Q2	$1.48M	Hold	15,929	–	–	0.07%	119
2018 Q1	$1.45M	Hold	15,929	–	–	0.06%	131
2017 Q4	$1.5M	Hold	15,929	–	–	0.07%	125
2017 Q3	$1.46M	Hold	15,929	–	–	0.06%	137
2017 Q2	$1.42M	Hold	15,929	–	–	0.06%	130
2017 Q1	$1.4M	Hold	15,929	–	–	0.06%	133
2016 Q4	$1.36M	Hold	15,929	–	–	0.06%	126
2016 Q3	$1.34M	Sell	15,929 -8	-0.1%	-$682	0.06%	131
2016 Q2	$1.34M	Buy	15,937 +8	+0.1%	+$650	0.06%	125
2016 Q1	$1.27M	Hold	15,929	–	–	0.05%	152
2015 Q4	$1.17M	Hold	15,929	–	–	0.04%	147
2015 Q3	$1.15M	Hold	15,929	–	–	0.04%	159
2015 Q2	$1.21M	Hold	15,929	–	–	0.04%	162
2015 Q1	$1.25M	Hold	15,929	–	–	0.04%	154
2014 Q4	$1.25M	Hold	15,929	–	–	0.04%	144
2014 Q3	$1.19M	Hold	15,929	–	–	0.04%	138
2014 Q2	$1.22M	Hold	15,929	–	–	0.04%	138
2014 Q1	$1.17M	Hold	15,929	–	–	0.04%	138
2013 Q4	$1.16M	Hold	15,929	–	–	0.04%	143
2013 Q3	$1.1M	Hold	15,929	–	–	0.04%	152
2013 Q2	$1.06M	Buy	+15,929	New	+$1.07M	0.04%	131

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

RJA

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

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 22.96% 1-Year Est. Return

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

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

Psagot Value Holdings's SDY Position: Q2 2021 in Review

Psagot Value Holdings sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 13,061 shares — an estimated $1.54M sold.

Psagot Value Holdings first reported a position in SDY in Q2 2013 and held it in 32 quarters. The position peaked at $1.71M in Q4 2019. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Psagot Value Holdings reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
Psagot Value Holdings sold 13,061 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $1.54M.
Psagot Value Holdings first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and held it in 32 quarters.
Psagot Value Holdings's State Street SPDR S&P Dividend ETF position peaked at $1.71M in Q4 2019.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Psagot Value Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.