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

Signet Investment Advisory Group’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	-367	Closed	-$39K	–	170
2020 Q4	$39K	Buy	+367	New	+$37.1K	0.03%	133
2019 Q1	–	Sell	-626	Closed	-$56K	–	157
2018 Q4	$56K	Buy	+626	New	+$59K	0.06%	101

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

Signet Investment Advisory Group's SDY Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 367 shares — an estimated $39K sold.

Signet Investment Advisory Group first reported a position in SDY in Q4 2018 and held it in 2 quarters. The position peaked at $56K in Q4 2018. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Signet Investment Advisory Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Signet Investment Advisory Group sold 367 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $39K.
Signet Investment Advisory Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 2 quarters.
Signet Investment Advisory Group's State Street SPDR S&P Dividend ETF position peaked at $56K in Q4 2018.
876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.