Treybourne Wealth Planners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Treybourne Wealth Planners’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 Q2	$253K	Hold	2,066	–	–	0.16%	41
2021 Q1	$244K	Sell	2,066 -429	-17%	-$48.1K	0.17%	37
2020 Q4	$264K	Buy	+2,495	New	+$252K	0.19%	36

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Treybourne Wealth Planners's SDY Position: Q2 2021 in Review

Treybourne Wealth Planners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2021 at 2,066 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #41.

Treybourne Wealth Planners first reported a position in SDY in Q4 2020 and has held it in 3 quarters since. The position peaked at $264K in Q4 2020. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Treybourne Wealth Planners held 2,066 shares of State Street SPDR S&P Dividend ETF worth $253K as of Q2 2021.
Treybourne Wealth Planners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2021.
State Street SPDR S&P Dividend ETF made up 0.16% of Treybourne Wealth Planners's portfolio in Q2 2021, its #41 holding.
Treybourne Wealth Planners first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and has held it in 3 quarters since.
Treybourne Wealth Planners's State Street SPDR S&P Dividend ETF position peaked at $264K in Q4 2020.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.