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

SVA 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 Q4	$259K	Hold	2,447	–	–	0.02%	210
2020 Q3	$226K	Hold	2,447	–	–	0.02%	197
2020 Q2	$223K	Buy	+2,447	New	+$215K	0.02%	188
2020 Q1	–	Sell	-2,627	Closed	-$283K	–	208
2019 Q4	$283K	Buy	+2,627	New	+$276K	0.03%	181
2019 Q1	–	Sell	-2,420	Closed	-$217K	–	218
2018 Q4	$217K	Buy	+2,420	New	+$228K	0.02%	196
2018 Q3	–	Sell	-2,160	Closed	-$200K	–	218
2018 Q2	$200K	Buy	+2,160	New	+$199K	0.02%	207
2017 Q2	–	Sell	-2,302	Closed	-$203K	–	202
2017 Q1	$203K	Buy	+2,302	New	+$201K	0.03%	189

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

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

SVA Wealth Management's SDY Position: Q4 2020 in Review

SVA Wealth Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q4 2020 at 2,447 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #210.

SVA Wealth Management first reported a position in SDY in Q1 2017 and has held it in 7 quarters since. The position peaked at $283K in Q4 2019. 863 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

SVA Wealth Management held 2,447 shares of State Street SPDR S&P Dividend ETF worth $259K as of Q4 2020.
SVA Wealth Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q4 2020.
State Street SPDR S&P Dividend ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #210 holding.
SVA Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 7 quarters since.
SVA Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $283K in Q4 2019.
863 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.