Sunflower Bank Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Sunflower Bank Wealth Management’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	$1.77M	Sell	19,110 -4,810	-20%	-$454K	0.59%	28
2020 Q2	$2.18M	Sell	23,920 -305	-1%	-$26.8K	0.73%	21
2020 Q1	$1.94M	Sell	24,225 -1,219	-5%	-$120K	0.74%	22
2019 Q4	$2.74M	Sell	25,444 -1,060	-4%	-$111K	0.84%	22
2019 Q3	$2.72M	Sell	26,504 -670	-2%	-$67.6K	0.87%	23
2019 Q2	$2.74M	Sell	27,174 -750	-3%	-$75K	0.88%	23
2019 Q1	$2.78M	Sell	27,924 -1,480	-5%	-$142K	0.84%	25
2018 Q4	$2.63M	Buy	29,404 +1,145	+4%	+$108K	0.84%	25
2018 Q3	$2.77M	Sell	28,259 -530	-2%	-$51.4K	0.78%	26
2018 Q2	$2.67M	Buy	28,789 +155	+0.5%	+$14.3K	0.78%	26
2018 Q1	$2.61M	Buy	28,634 +890	+3%	+$83.2K	0.72%	27
2017 Q4	$2.62M	Buy	+27,744	New	+$2.6M	0.71%	25

Other funds holding SDY

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Sunflower Bank Wealth Management's SDY Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 20% in Q3 2020, selling an estimated $454K and leaving 19,110 shares worth $1.77M. The position accounts for 0.59% of the portfolio, ranked #28.

Sunflower Bank Wealth Management first reported a position in SDY in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.78M in Q1 2019. 778 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

Sunflower Bank Wealth Management held 19,110 shares of State Street SPDR S&P Dividend ETF worth $1.77M as of Q3 2020.
Sunflower Bank Wealth Management sold 4,810 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $454K.
State Street SPDR S&P Dividend ETF made up 0.59% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #28 holding.
Sunflower Bank Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2.78M in Q1 2019.
778 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.