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S.R. Schill & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

S.R. Schill & Associates’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
Q3 		– Sell
-13,113
Closed -$1.32M – 82
2019
Q2 		$1.32M Buy
+13,113
New +$1.31M 0.82% 24

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S.R. Schill & Associates's SDY Position: Q3 2019 in Review

S.R. Schill & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 13,113 shares — an estimated $1.32M sold.

S.R. Schill & Associates first reported a position in SDY in Q2 2019 and held it in 1 quarter. The position peaked at $1.32M in Q2 2019. 751 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

  • S.R. Schill & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • S.R. Schill & Associates sold 13,113 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $1.32M.
  • S.R. Schill & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q2 2019 and held it in 1 quarter.
  • S.R. Schill & Associates's State Street SPDR S&P Dividend ETF position peaked at $1.32M in Q2 2019.
  • 751 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on S.R. Schill & Associates's 13F filing for Q3 2019, filed 24 Oct 2019.