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

Segment 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
2019
Q2 		– Sell
-2,146
Closed -$213K – 204
2019
Q1 		$213K Buy
+2,146
New +$206K 0.05% 193

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Segment Wealth Management's SDY Position: Q2 2019 in Review

Segment Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2019, closing a stake of 2,146 shares — an estimated $213K sold.

Segment Wealth Management first reported a position in SDY in Q1 2019 and held it in 1 quarter. The position peaked at $213K in Q1 2019. 740 funds tracked by Wall St. Rank hold SDY as of Q2 2019.

  • Segment Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • Segment Wealth Management sold 2,146 State Street SPDR S&P Dividend ETF shares in Q2 2019, an estimated $213K.
  • Segment Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and held it in 1 quarter.
  • Segment Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $213K in Q1 2019.
  • 740 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2019.

Based on Segment Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.