Shine Investment Advisory Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Shine Investment Advisory Services’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 Q3	$114K	Sell	1,234 -51	-4%	-$4.81K	0.04%	178
2020 Q2	$117K	Sell	1,285 -1,221	-49%	-$107K	0.04%	172
2020 Q1	$200K	Buy	2,506 +858	+52%	+$84.6K	0.09%	109
2019 Q4	$177K	Buy	1,648 +7	+0.4%	+$735	0.07%	136
2019 Q3	$168K	Buy	1,641 +7	+0.4%	+$706	0.08%	119
2019 Q2	$165K	Sell	1,634 -33	-2%	-$3.3K	0.08%	126
2019 Q1	$166K	Sell	1,667 -67	-4%	-$6.44K	0.08%	131
2018 Q4	$155K	Buy	1,734 +7	+0.4%	+$660	0.08%	123
2018 Q3	$169K	Sell	1,727 -446	-21%	-$43.2K	0.09%	120
2018 Q2	$201K	Buy	2,173 +945	+77%	+$87K	0.1%	104
2018 Q1	$112K	Hold	1,228	–	–	0.06%	157
2017 Q4	$116K	Hold	1,228	–	–	0.06%	149
2017 Q3	$112K	Sell	1,228 -458	-27%	-$41K	0.06%	151
2017 Q2	$150K	Buy	+1,686	New	+$149K	0.08%	107

Other funds holding SDY

RJA

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shine Investment Advisory Services's SDY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 4% in Q3 2020, selling an estimated $4.81K and leaving 1,234 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #178.

Shine Investment Advisory Services first reported a position in SDY in Q2 2017 and has held it in 14 quarters since. The position peaked at $201K in Q2 2018. 778 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

Shine Investment Advisory Services held 1,234 shares of State Street SPDR S&P Dividend ETF worth $114K as of Q3 2020.
Shine Investment Advisory Services sold 51 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $4.81K.
State Street SPDR S&P Dividend ETF made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #178 holding.
Shine Investment Advisory Services first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's State Street SPDR S&P Dividend ETF position peaked at $201K in Q2 2018.
778 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.