tru Independence’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

tru Independence’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 Q3	–	Sell	-342	Closed	-$42K	–	312
2021 Q2	$42K	Buy	+342	New	+$42.3K	0.01%	230
2021 Q1	–	Sell	-417,793	Closed	-$21.4K	–	637
2020 Q4	$21.4K	Buy	417,793 +417,322	+88,603%	+$42.2M	0.04%	177
2020 Q3	$44K	Buy	+471	New	+$44.4K	0.01%	220
2020 Q1	–	Sell	-2,523	Closed	-$202K	–	883
2019 Q4	$202K	Buy	+2,523	New	+$265K	0.03%	243

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

tru Independence's SDY Position: Q3 2021 in Review

tru Independence sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2021, closing a stake of 342 shares — an estimated $42K sold.

tru Independence first reported a position in SDY in Q4 2019 and held it in 4 quarters. The position peaked at $202K in Q4 2019. 881 funds tracked by Wall St. Rank hold SDY as of Q3 2021.

tru Independence reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 342 State Street SPDR S&P Dividend ETF shares in Q3 2021, an estimated $42K.
tru Independence first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and held it in 4 quarters.
tru Independence's State Street SPDR S&P Dividend ETF position peaked at $202K in Q4 2019.
881 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.