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

Stearns Financial Services 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
2020
Q3 		$35K Buy
+384
New +$36.2K 0.01% 181
2020
Q2 		– Sell
-520
Closed -$42K – 218
2020
Q1 		$42K Sell
520
-30
-5% -$2.96K 0.01% 156
2019
Q4 		$59K Sell
550
-99
-15% -$10.4K 0.01% 155
2019
Q3 		$67K Sell
649
-250
-28% -$25.2K 0.01% 148
2019
Q2 		$91K Buy
899
+250
+39% +$25K 0.02% 140
2019
Q1 		$65K Buy
+649
New +$62.4K 0.01% 144
2018
Q4 		– Sell
-762
Closed -$75K – 184
2018
Q3 		$75K Buy
+762
New +$73.9K 0.02% 143

Other funds holding SDY

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return