Sloy Dahl & Holst’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sloy Dahl & Holst’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	-3,559	Closed	-$381K	–	68
2020 Q4	$381K	Buy	+3,559	New	+$360K	0.18%	30
2020 Q3	–	Sell	-3,559	Closed	-$324K	–	41
2020 Q2	$324K	Hold	3,559	–	–	0.15%	28
2020 Q1	$284K	Hold	3,559	–	–	0.22%	28
2019 Q4	$382K	Buy	+3,559	New	+$374K	0.36%	27

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

JIC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Sloy Dahl & Holst's SDY Position: Q1 2021 in Review

Sloy Dahl & Holst sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 3,559 shares — an estimated $381K sold.

Sloy Dahl & Holst first reported a position in SDY in Q4 2019 and held it in 4 quarters. The position peaked at $382K in Q4 2019. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Sloy Dahl & Holst reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Sloy Dahl & Holst sold 3,559 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $381K.
Sloy Dahl & Holst first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 4 quarters.
Sloy Dahl & Holst's State Street SPDR S&P Dividend ETF position peaked at $382K in Q4 2019.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Sloy Dahl & Holst's 13F filing for Q1 2021, filed 12 May 2021.