Regal Wealth Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Regal Wealth 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 Q2	–	Sell	-16	Closed	-$2K	–	207
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	219
2020 Q4	$2K	Buy	16 +1	+7%	+$101	﹤0.01%	194
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	206
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	199
2020 Q1	$1K	Sell	15 -1,018	-99%	-$100K	﹤0.01%	173
2019 Q4	$111K	Buy	+1,033	New	+$108K	0.07%	58

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

Regal Wealth Group's SDY Position: Q2 2021 in Review

Regal Wealth Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 16 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in SDY in Q4 2019 and held it in 6 quarters. The position peaked at $111K in Q4 2019. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Regal Wealth Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 16 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $2K.
Regal Wealth Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 6 quarters.
Regal Wealth Group's State Street SPDR S&P Dividend ETF position peaked at $111K in Q4 2019.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.