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

Resource Planning 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 Q4	–	Sell	-2,813	Closed	-$331K	–	83
2021 Q3	$331K	Hold	2,813	–	–	0.21%	59
2021 Q2	$344K	Hold	2,813	–	–	0.2%	56
2021 Q1	$332K	Hold	2,813	–	–	0.22%	54
2020 Q4	$298K	Sell	2,813 -500	-15%	-$50.6K	0.21%	54
2020 Q3	$306K	Buy	+3,313	New	+$312K	0.23%	51
2020 Q1	–	Sell	-2,249	Closed	-$242K	–	55
2019 Q4	$242K	Buy	2,249 +118	+6%	+$12.4K	0.14%	57
2019 Q3	$219K	Sell	2,131 -50	-2%	-$5.04K	0.13%	57
2019 Q2	$220K	Buy	2,181 +50	+2%	+$5K	0.13%	58
2019 Q1	$212K	Buy	+2,131	New	+$205K	0.14%	49

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Resource Planning Group's SDY Position: Q4 2021 in Review

Resource Planning Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2021, closing a stake of 2,813 shares — an estimated $331K sold.

Resource Planning Group first reported a position in SDY in Q1 2019 and held it in 9 quarters. The position peaked at $344K in Q2 2021. 992 funds tracked by Wall St. Rank hold SDY as of Q4 2021.

Resource Planning Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 2,813 State Street SPDR S&P Dividend ETF shares in Q4 2021, an estimated $331K.
Resource Planning Group first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 9 quarters.
Resource Planning Group's State Street SPDR S&P Dividend ETF position peaked at $344K in Q2 2021.
992 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.