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Wealthspire Advisors (Maryland)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Wealthspire Advisors (Maryland)’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 		$5.28M Buy
57,087
+47,589
+501% +$4.49M 0.19% 66
2020
Q2 		$866K Sell
9,498
-6,232
-40% -$548K 0.06% 177
2020
Q1 		$1.26M Buy
15,730
+303
+2% +$29.9K 0.11% 117
2019
Q4 		$1.66M Buy
15,427
+5,379
+54% +$565K 0.11% 113
2019
Q3 		$1.03M Sell
10,048
-202
-2% -$20.4K 0.08% 140
2019
Q2 		$1.03M Hold
10,250
– – 0.08% 135
2019
Q1 		$1.02M Sell
10,250
-706
-6% -$67.9K 0.08% 136
2018
Q4 		$981K Sell
10,956
-54
-0.5% -$5.09K 0.09% 123
2018
Q3 		$1.08M Buy
11,010
+8
+0.1% +$775 0.09% 130
2018
Q2 		$1.02M Sell
11,002
-672
-6% -$61.9K 0.09% 128
2018
Q1 		$1.06M Sell
11,674
-783
-6% -$73.2K 0.1% 121
2017
Q4 		$1.18M Sell
12,457
-442
-3% -$41.4K 0.11% 117
2017
Q3 		$1.18M Buy
12,899
+500
+4% +$44.8K 0.13% 115
2017
Q2 		$1.1M Buy
12,399
+3,850
+45% +$341K 0.13% 113
2017
Q1 		$754K Sell
8,549
-621
-7% -$54.3K 0.11% 125
2016
Q4 		$785K Sell
9,170
-200
-2% -$16.8K 0.12% 116
2016
Q3 		$790K Hold
9,370
– – 0.12% 118
2016
Q2 		$786K Buy
9,370
+3,145
+51% +$256K 0.13% 118
2016
Q1 		$498K Sell
6,225
-100
-2% -$7.41K 0.09% 155
2015
Q4 		$465K Buy
+6,325
New +$482K 0.09% 163

Other funds holding SDY

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SDY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its State Street SPDR S&P Dividend ETF (SDY) stake by 501% in Q3 2020, buying an estimated $4.49M and bringing the position to 57,087 shares worth $5.28M. The position accounts for 0.19% of the portfolio, ranked #66.

Wealthspire Advisors (Maryland) first reported a position in SDY in Q4 2015 and has held it in 20 quarters since. 777 funds tracked by Wall St. Rank hold SDY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 57,087 shares of State Street SPDR S&P Dividend ETF worth $5.28M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 47,589 State Street SPDR S&P Dividend ETF shares in Q3 2020, an estimated $4.49M.
  • State Street SPDR S&P Dividend ETF made up 0.19% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #66 holding.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and has held it in 20 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.