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Antonetti Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Antonetti Capital Management’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
2014
Q3 		– Sell
-6,975
Closed -$534K – 193
2014
Q2 		$534K Buy
6,975
+1,700
+32% +$127K 0.42% 40
2014
Q1 		$388K Sell
5,275
-100
-2% -$7.19K 0.34% 38
2013
Q4 		$390K Sell
5,375
-725
-12% -$52.1K 0.35% 35
2013
Q3 		$421K Buy
6,100
+3,025
+98% +$209K 0.43% 34
2013
Q2 		$204K Buy
+3,075
New +$207K 0.22% 74

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MAA
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U
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SB
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JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return