XS
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XR Securities’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

XR Securities’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
Q2 		– Sell
-38,914
Closed -$3.11M – 300
2020
Q1 		$3.11M Buy
+38,914
New +$3.84M 0.23% 12

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

XR Securities's SDY Position: Q2 2020 in Review

XR Securities sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2020, closing a stake of 38,914 shares — an estimated $3.11M sold.

XR Securities first reported a position in SDY in Q1 2020 and held it in 1 quarter. The position peaked at $3.11M in Q1 2020. 784 funds tracked by Wall St. Rank hold SDY as of Q2 2020.

  • XR Securities reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • XR Securities sold 38,914 State Street SPDR S&P Dividend ETF shares in Q2 2020, an estimated $3.11M.
  • XR Securities first reported a position in State Street SPDR S&P Dividend ETF in Q1 2020 and held it in 1 quarter.
  • XR Securities's State Street SPDR S&P Dividend ETF position peaked at $3.11M in Q1 2020.
  • 784 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2020.

Based on XR Securities's 13F filing for Q2 2020, filed 13 Aug 2020.