Sowa Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sowa Financial 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	-179	Closed	-$19K	–	199
2020 Q4	$19K	Hold	179	–	–	0.01%	192
2020 Q3	$17K	Hold	179	–	–	0.01%	191
2020 Q2	$16K	Hold	179	–	–	0.01%	192
2020 Q1	$14K	Hold	179	–	–	0.01%	184
2019 Q4	$19K	Buy	+179	New	+$18.8K	0.02%	178

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

Sowa Financial Group's SDY Position: Q1 2021 in Review

Sowa Financial Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 179 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in SDY in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 877 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

Sowa Financial Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 179 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $19K.
Sowa Financial Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's State Street SPDR S&P Dividend ETF position peaked at $19K in Q4 2020.
877 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.