Ropes Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Ropes Wealth Advisors’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	-500	Closed	-$53K	–	686
2020 Q4	$53K	Buy	+500	New	+$50.6K	0.01%	375
2020 Q1	–	Sell	-241	Closed	-$26K	–	557
2019 Q4	$26K	Buy	+241	New	+$25.3K	0.01%	391
2019 Q1	–	Sell	-200	Closed	-$18K	–	534
2018 Q4	$18K	Sell	200 -2,376	-92%	-$224K	0.01%	385
2018 Q3	$252K	Hold	2,576	–	–	0.06%	206
2018 Q2	$239K	Hold	2,576	–	–	0.06%	212
2018 Q1	$235K	Hold	2,576	–	–	0.06%	205
2017 Q4	$243K	Sell	2,576 -1,236	-32%	-$116K	0.06%	203
2017 Q3	$348K	Hold	3,812	–	–	0.09%	170
2017 Q2	$339K	Hold	3,812	–	–	0.1%	169
2017 Q1	$336K	Hold	3,812	–	–	0.1%	175
2016 Q4	$326K	Hold	3,812	–	–	0.1%	164
2016 Q3	$322K	Buy	3,812 +1,236	+48%	+$105K	0.11%	157
2016 Q2	$216K	Buy	+2,576	New	+$209K	0.08%	180

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

Ropes Wealth Advisors's SDY Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 500 shares — an estimated $53K sold.

Ropes Wealth Advisors first reported a position in SDY in Q2 2016 and held it in 13 quarters. The position peaked at $348K in Q3 2017. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Ropes Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 500 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $53K.
Ropes Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and held it in 13 quarters.
Ropes Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $348K in Q3 2017.
876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.