Summit Wealth & Retirement Planning’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Summit Wealth & Retirement Planning’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	-2,489	Closed	-$268K	–	126
2019 Q4	$268K	Hold	2,489	–	–	0.12%	110
2019 Q3	$255K	Hold	2,489	–	–	0.15%	107
2019 Q2	$251K	Sell	2,489 -965	-28%	-$96.5K	0.15%	117
2019 Q1	$343K	Hold	3,454	–	–	0.2%	101
2018 Q4	$309K	Buy	+3,454	New	+$326K	0.23%	87

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 $3.02B AUM 21.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth & Retirement Planning's SDY Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2020, closing a stake of 2,489 shares — an estimated $268K sold.

Summit Wealth & Retirement Planning first reported a position in SDY in Q4 2018 and held it in 5 quarters. The position peaked at $343K in Q1 2019. 786 funds tracked by Wall St. Rank hold SDY as of Q1 2020.

Summit Wealth & Retirement Planning reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 2,489 State Street SPDR S&P Dividend ETF shares in Q1 2020, an estimated $268K.
Summit Wealth & Retirement Planning first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 5 quarters.
Summit Wealth & Retirement Planning's State Street SPDR S&P Dividend ETF position peaked at $343K in Q1 2019.
786 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.