Advocacy Wealth Management Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Advocacy Wealth Management Services’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
2018 Q1	–	Sell	-728	Closed	-$69K	–	217
2017 Q4	$69K	Sell	728 -728	-50%	-$68.2K	0.05%	37
2017 Q3	$130K	Buy	1,456 +728	+100%	+$65.2K	0.05%	31
2017 Q2	$65K	Hold	728	–	–	0.02%	63
2017 Q1	$64K	Hold	728	–	–	0.02%	66
2016 Q4	$62K	Hold	728	–	–	0.02%	65
2016 Q3	$61K	Sell	728 -110	-13%	-$9.38K	0.02%	101
2016 Q2	$70K	Hold	838	–	–	0.04%	121
2016 Q1	$67K	Hold	838	–	–	0.05%	159
2015 Q4	$62K	Buy	+838	New	+$63.9K	0.07%	152

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Advocacy Wealth Management Services's SDY Position: Q1 2018 in Review

Advocacy Wealth Management Services sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 728 shares — an estimated $69K sold.

Advocacy Wealth Management Services first reported a position in SDY in Q4 2015 and held it in 9 quarters. The position peaked at $130K in Q3 2017. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 728 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $69K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 9 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P Dividend ETF position peaked at $130K in Q3 2017.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2018, filed 12 Apr 2018.