RDA Financial Network’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

RDA Financial Network’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
2020 Q1	–	Sell	-2,965	Closed	-$314K	–	235
2019 Q4	$314K	Hold	2,965	–	–	0.13%	173
2019 Q3	$314K	Buy	2,965 +929	+46%	+$93.7K	0.13%	161
2019 Q2	$207K	Hold	2,036	–	–	0.09%	209
2019 Q1	$206K	Buy	+2,036	New	+$196K	0.1%	201

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

JIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RDA Financial Network's SDY Position: Q1 2020 in Review

RDA Financial Network sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 2,965 shares — an estimated $314K sold.

RDA Financial Network first reported a position in SDY in Q1 2019 and held it in 4 quarters. The position peaked at $314K in Q4 2019. 785 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

RDA Financial Network reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
RDA Financial Network sold 2,965 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $314K.
RDA Financial Network first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 4 quarters.
RDA Financial Network's State Street SPDR S&P Dividend ETF position peaked at $314K in Q4 2019.
785 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on RDA Financial Network's 13F filing for Q1 2020, filed 6 Apr 2020.