Squar Milner Financial Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Squar Milner Financial 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	–	Sell	-8,543	Closed	-$779K	–	158
2020 Q2	$779K	Sell	8,543 -3,490	-29%	-$307K	0.44%	61
2020 Q1	$960K	Sell	12,033 -12,970	-52%	-$1.28M	0.58%	26
2019 Q4	$2.69M	Buy	25,003 +16,460	+193%	+$1.73M	1.34%	10
2019 Q3	$789K	Sell	8,543 -6,830	-44%	-$689K	0.4%	68
2019 Q2	$1.55M	Buy	15,373 +50	+0.3%	+$5K	1.05%	13
2019 Q1	$1.52M	Sell	15,323 -1,985	-11%	-$191K	1.12%	14
2018 Q4	$1.55M	Buy	17,308 +2,043	+13%	+$193K	1.49%	9
2018 Q3	$1.5M	Sell	15,265 -740	-5%	-$71.7K	1.35%	10
2018 Q2	$1.48M	Hold	16,005	–	–	1.31%	9
2018 Q1	$1.46M	Hold	16,005	–	–	1.84%	8
2017 Q4	$1.56M	Buy	+16,005	New	+$1.5M	1.89%	7

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

Squar Milner Financial Services's SDY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2020, closing a stake of 8,543 shares — an estimated $779K sold.

Squar Milner Financial Services first reported a position in SDY in Q4 2017 and held it in 11 quarters. The position peaked at $2.69M in Q4 2019. 778 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,543 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $779K.
Squar Milner Financial Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's State Street SPDR S&P Dividend ETF position peaked at $2.69M in Q4 2019.
778 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.