Starfire Investment Advisers’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Starfire Investment Advisers’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 Q2	$7.29M	Sell	79,972 -1,578	-2%	-$139K	3.48%	4
2020 Q1	$6.51M	Sell	81,550 -7,080	-8%	-$698K	3.58%	4
2019 Q4	$9.53M	Buy	88,630 +984	+1%	+$103K	3.64%	3
2019 Q3	$8.99M	Buy	87,646 +1,466	+2%	+$148K	3.69%	3
2019 Q2	$8.69M	Sell	86,180 -2,037	-2%	-$204K	3.89%	3
2019 Q1	$8.77M	Buy	88,217 +1,473	+2%	+$142K	4.02%	3
2018 Q4	$7.76M	Buy	86,744 +7,798	+10%	+$735K	4.18%	3
2018 Q3	$7.73M	Sell	78,946 -51,479	-39%	-$4.99M	3.84%	6
2018 Q2	$12.1M	Sell	130,425 -74	-0.1%	-$6.81K	6.12%	1
2018 Q1	$11.9M	Buy	+130,499	New	+$12.2M	6.2%	1
2017 Q4	–	Sell	-110,318	Closed	-$10.1M	–	214
2017 Q3	$10.1M	Buy	110,318 +212	+0.2%	+$19K	6.11%	2
2017 Q2	$9.79M	Buy	110,106 +608	+0.6%	+$53.9K	5.73%	2
2017 Q1	$9.6M	Buy	109,498 +2,986	+3%	+$261K	5.17%	2
2016 Q4	$9.11M	Buy	106,512 +776	+0.7%	+$65.2K	5.2%	2
2016 Q3	$8.92M	Buy	105,736 +1,187	+1%	+$101K	5.27%	2
2016 Q2	$8.77M	Buy	104,549 +1,277	+1%	+$104K	6.04%	2
2016 Q1	$8.25M	Sell	103,272 -423	-0.4%	-$31.3K	5.42%	2
2015 Q4	$7.63M	Sell	103,695 -146	-0.1%	-$11.1K	5.24%	2
2015 Q3	$7.49M	Sell	103,841 -2,136	-2%	-$161K	5.48%	2
2015 Q2	$8.08M	Buy	105,977 +49	+0%	+$3.84K	5.35%	2
2015 Q1	$8.28M	Buy	+105,928	New	+$8.31M	5.43%	2

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Starfire Investment Advisers's SDY Position: Q2 2020 in Review

Starfire Investment Advisers reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.9% in Q2 2020, selling an estimated $139K and leaving 79,972 shares worth $7.29M. The position accounts for 3.48% of the portfolio, ranked #4.

Starfire Investment Advisers first reported a position in SDY in Q1 2015 and has held it in 21 quarters since. The position peaked at $12.1M in Q2 2018. 783 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

Starfire Investment Advisers held 79,972 shares of State Street SPDR S&P Dividend ETF worth $7.29M as of Q2 2020.
Starfire Investment Advisers sold 1,578 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $139K.
State Street SPDR S&P Dividend ETF made up 3.48% of Starfire Investment Advisers's portfolio in Q2 2020, its #4 holding.
Starfire Investment Advisers first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's State Street SPDR S&P Dividend ETF position peaked at $12.1M in Q2 2018.
783 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.