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Winslow Evans & Crocker’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Winslow Evans & Crocker’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 		$660K Buy
6,231
+1,375
+28% +$139K 0.13% 173
2020
Q3 		$449K Buy
4,856
+53
+1% +$5K 0.11% 176
2020
Q2 		$438K Buy
4,803
+1
+0% +$88 0.12% 172
2020
Q1 		$384K Sell
4,802
-526
-10% -$51.9K 0.13% 162
2019
Q4 		$574K Buy
5,328
+2
+0% +$210 0.15% 146
2019
Q3 		$548K Buy
5,326
+4
+0.1% +$403 0.15% 143
2019
Q2 		$538K Sell
5,322
-700
-12% -$70K 0.15% 154
2019
Q1 		$600K Sell
6,022
-62
-1% -$5.96K 0.17% 136
2018
Q4 		$546K Sell
6,084
-68
-1% -$6.41K 0.18% 122
2018
Q3 		$604K Buy
6,152
+228
+4% +$22.1K 0.18% 127
2018
Q2 		$552K Buy
5,924
+652
+12% +$60K 0.17% 132
2018
Q1 		$481K Buy
5,272
+2
+0% +$187 0.16% 135
2017
Q4 		$498K Buy
5,270
+294
+6% +$27.5K 0.16% 139
2017
Q3 		$454K Sell
4,976
-2,654
-35% -$238K 0.15% 145
2017
Q2 		$678K Sell
7,630
-628
-8% -$55.7K 0.19% 125
2017
Q1 		$728K Sell
8,258
-2,240
-21% -$196K 0.23% 99
2016
Q4 		$898K Buy
10,498
+236
+2% +$19.8K 0.28% 82
2016
Q3 		$866K Sell
10,262
-388
-4% -$33.1K 0.25% 91
2016
Q2 		$894K Sell
10,650
-83
-0.8% -$6.75K 0.27% 89
2016
Q1 		$858K Buy
10,733
+351
+3% +$26K 0.26% 91
2015
Q4 		$764K Buy
10,382
+460
+5% +$35.1K 0.22% 107
2015
Q3 		$716K Sell
9,922
-348
-3% -$26.2K 0.23% 100
2015
Q2 		$783K Buy
10,270
+582
+6% +$45.6K 0.22% 107
2015
Q1 		$757K Buy
9,688
+352
+4% +$27.6K 0.21% 105
2014
Q4 		$736K Sell
9,336
-276
-3% -$21.6K 0.21% 107
2014
Q3 		$720K Buy
9,612
+884
+10% +$67.1K 0.21% 116
2014
Q2 		$669K Buy
8,728
+726
+9% +$54.4K 0.22% 112
2014
Q1 		$589K Buy
8,002
+32
+0.4% +$2.3K 0.2% 123
2013
Q4 		$579K Buy
+7,970
New +$573K 0.2% 128

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winslow Evans & Crocker's SDY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR S&P Dividend ETF (SDY) stake by 28% in Q4 2020, buying an estimated $139K and bringing the position to 6,231 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #173.

Winslow Evans & Crocker first reported a position in SDY in Q4 2013 and has held it in 29 quarters since. The position peaked at $898K in Q4 2016. 864 funds tracked by Wall St. Rank hold SDY as of Q4 2020.

  • Winslow Evans & Crocker held 6,231 shares of State Street SPDR S&P Dividend ETF worth $660K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,375 State Street SPDR S&P Dividend ETF shares in Q4 2020, an estimated $139K.
  • State Street SPDR S&P Dividend ETF made up 0.13% of Winslow Evans & Crocker's portfolio in Q4 2020, its #173 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's State Street SPDR S&P Dividend ETF position peaked at $898K in Q4 2016.
  • 864 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.