Summit Financial Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Summit Financial Strategies’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 Q1	–	Sell	-6,731	Closed	-$724K	–	68
2019 Q4	$724K	Hold	6,731	–	–	0.35%	21
2019 Q3	$691K	Sell	6,731 -77	-1%	-$7.76K	0.33%	21
2019 Q2	$687K	Buy	+6,808	New	+$681K	0.33%	21
2019 Q1	–	Sell	-6,731	Closed	-$603K	–	63
2018 Q4	$603K	Buy	+6,731	New	+$635K	0.34%	24

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Strategies's SDY Position: Q1 2020 in Review

Summit Financial Strategies sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 6,731 shares — an estimated $724K sold.

Summit Financial Strategies first reported a position in SDY in Q4 2018 and held it in 4 quarters. The position peaked at $724K in Q4 2019. 787 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Summit Financial Strategies reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Summit Financial Strategies sold 6,731 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $724K.
Summit Financial Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 4 quarters.
Summit Financial Strategies's State Street SPDR S&P Dividend ETF position peaked at $724K in Q4 2019.
787 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Summit Financial Strategies's 13F filing for Q1 2020, filed 11 May 2020.