Rinet Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Rinet Company’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
2019 Q4	–	Sell	-725	Closed	-$215K	–	27
2019 Q3	$215K	Buy	+725	New	+$73.1K	0.07%	25
2019 Q2	–	Sell	-3,658	Closed	-$364K	–	25
2019 Q1	$364K	Buy	+3,658	New	+$352K	0.12%	21

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rinet Company's SDY Position: Q4 2019 in Review

Rinet Company sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2019, closing a stake of 725 shares — an estimated $215K sold.

Rinet Company first reported a position in SDY in Q1 2019 and held it in 2 quarters. The position peaked at $364K in Q1 2019. 859 funds tracked by Wall St. Rank hold SDY as of Q4 2019.

Rinet Company reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2019 after selling out during the quarter.
Rinet Company sold 725 State Street SPDR S&P Dividend ETF shares in Q4 2019, an estimated $215K.
Rinet Company first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 2 quarters.
Rinet Company's State Street SPDR S&P Dividend ETF position peaked at $364K in Q1 2019.
859 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2019.

Based on Rinet Company's 13F filing for Q4 2019, filed 3 Feb 2020.