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AFT Forsyth & Company’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$26K Buy
375
+225
+150% +$15.5K 0.03% 222
2013
Q2 		$10K Buy
+150
New +$10.1K 0.01% 251

Other funds holding SDY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

AFT Forsyth & Company's SDY Position: Q3 2013 in Review

AFT Forsyth & Company increased its State Street SPDR S&P Dividend ETF (SDY) stake by 150% in Q3 2013, buying an estimated $15.5K and bringing the position to 375 shares worth $26K. The position accounts for 0.03% of the portfolio, ranked #222.

AFT Forsyth & Company first reported a position in SDY in Q2 2013 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SDY as of Q3 2013.

  • AFT Forsyth & Company held 375 shares of State Street SPDR S&P Dividend ETF worth $26K as of Q3 2013.
  • AFT Forsyth & Company bought 225 State Street SPDR S&P Dividend ETF shares in Q3 2013, an estimated $15.5K.
  • State Street SPDR S&P Dividend ETF made up 0.03% of AFT Forsyth & Company's portfolio in Q3 2013, its #222 holding.
  • AFT Forsyth & Company first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.