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Thompson Siegel & Walmsley’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-1,200
Closed -$127K – 780
2020
Q4 		$127K Buy
+1,200
New +$121K ﹤0.01% 365

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thompson Siegel & Walmsley's SDY Position: Q1 2021 in Review

Thompson Siegel & Walmsley sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 1,200 shares — an estimated $127K sold.

Thompson Siegel & Walmsley first reported a position in SDY in Q4 2020 and held it in 1 quarter. The position peaked at $127K in Q4 2020. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

  • Thompson Siegel & Walmsley reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 1,200 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $127K.
  • Thompson Siegel & Walmsley first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's State Street SPDR S&P Dividend ETF position peaked at $127K in Q4 2020.
  • 876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2021, filed 7 May 2021.