Reston Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Reston Wealth Management’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 Q1	–	Sell	-2,121	Closed	-$225K	–	52
2020 Q4	$225K	Buy	+2,121	New	+$215K	0.13%	42
2020 Q1	–	Sell	-2,052	Closed	-$221K	–	48
2019 Q4	$221K	Buy	2,052 +15	+0.7%	+$1.57K	0.18%	42
2019 Q3	$209K	Buy	2,037 +14	+0.7%	+$1.41K	0.19%	42
2019 Q2	$204K	Buy	2,023 +12	+0.6%	+$1.2K	0.16%	50
2019 Q1	$202K	Buy	+2,011	New	+$193K	0.16%	51

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reston Wealth Management's SDY Position: Q1 2021 in Review

Reston Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 2,121 shares — an estimated $225K sold.

Reston Wealth Management first reported a position in SDY in Q1 2019 and held it in 5 quarters. The position peaked at $225K in Q4 2020. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Reston Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Reston Wealth Management sold 2,121 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $225K.
Reston Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 5 quarters.
Reston Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $225K in Q4 2020.
876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Reston Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.