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Allegis Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-319
Closed -$23K – 787
2015
Q4 		$23K Buy
+319
New +$24.3K 0.01% 478

Other funds holding SDY

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allegis Investment Advisors's SDY Position: Q1 2016 in Review

Allegis Investment Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2016, closing a stake of 319 shares — an estimated $23K sold.

Allegis Investment Advisors first reported a position in SDY in Q4 2015 and held it in 1 quarter. The position peaked at $23K in Q4 2015. 478 funds tracked by Wall St. Rank hold SDY as of Q1 2016.

  • Allegis Investment Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 319 State Street SPDR S&P Dividend ETF shares in Q1 2016, an estimated $23K.
  • Allegis Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $23K in Q4 2015.
  • 478 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.