Strategic Financial Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Strategic Financial Partners’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 Q2	–	Sell	-3,362	Closed	-$397K	–	68
2021 Q1	$397K	Sell	3,362 -1,083	-24%	-$121K	0.24%	48
2020 Q4	$471K	Buy	4,445 +144	+3%	+$14.6K	0.31%	43
2020 Q3	$398K	Sell	4,301 -633	-13%	-$59.7K	0.31%	42
2020 Q2	$450K	Sell	4,934 -13	-0.3%	-$1.14K	0.37%	37
2020 Q1	$395K	Sell	4,947 -327	-6%	-$32.3K	0.42%	41
2019 Q4	$567K	Buy	+5,274	New	+$554K	0.46%	44

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Strategic Financial Partners's SDY Position: Q2 2021 in Review

Strategic Financial Partners sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2021, closing a stake of 3,362 shares — an estimated $397K sold.

Strategic Financial Partners first reported a position in SDY in Q4 2019 and held it in 6 quarters. The position peaked at $567K in Q4 2019. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Strategic Financial Partners reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2021 after selling out during the quarter.
Strategic Financial Partners sold 3,362 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $397K.
Strategic Financial Partners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 6 quarters.
Strategic Financial Partners's State Street SPDR S&P Dividend ETF position peaked at $567K in Q4 2019.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Strategic Financial Partners's 13F filing for Q2 2021, filed 9 Jul 2024.