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

SFMG 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
2020 Q4	–	Sell	-2,578	Closed	-$238K	–	236
2020 Q3	$238K	Buy	2,578 +19	+0.7%	+$1.79K	0.03%	154
2020 Q2	$233K	Sell	2,559 -420	-14%	-$36.9K	0.03%	141
2020 Q1	$238K	Buy	+2,979	New	+$294K	0.04%	116

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFMG Wealth Advisors's SDY Position: Q4 2020 in Review

SFMG Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2020, closing a stake of 2,578 shares — an estimated $238K sold.

SFMG Wealth Advisors first reported a position in SDY in Q1 2020 and held it in 3 quarters. The position peaked at $238K in Q3 2020. 864 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

SFMG Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2020 after selling out during the quarter.
SFMG Wealth Advisors sold 2,578 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $238K.
SFMG Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 3 quarters.
SFMG Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $238K in Q3 2020.
864 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on SFMG Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.