Archford Capital Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-596	Closed	-$60K	–	462
2019 Q2	$60K	Hold	596	–	–	0.02%	266
2019 Q1	$59K	Buy	+596	New	+$57.3K	0.02%	268
2018 Q2	–	Sell	-1,300	Closed	-$123K	–	733
2018 Q1	$123K	Buy	+1,300	New	+$121K	0.05%	153
2017 Q2	–	Sell	-1,311	Closed	-$116K	–	543
2017 Q1	$116K	Hold	1,311	–	–	0.04%	227
2016 Q4	$111K	Hold	1,311	–	–	0.05%	201
2016 Q3	$109K	Hold	1,311	–	–	0.04%	212
2016 Q2	$110K	Buy	+1,311	New	+$107K	0.06%	194
2016 Q1	–	Sell	-1,916	Closed	-$142K	–	518
2015 Q4	$142K	Buy	+1,916	New	+$146K	0.06%	189
2015 Q2	–	Sell	-800	Closed	-$62.6K	–	721
2015 Q1	$62.6K	Buy	+800	New	+$62.7K	0.04%	188

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

Archford Capital Strategies's SDY Position: Q3 2019 in Review

Archford Capital Strategies sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 596 shares — an estimated $60K sold.

Archford Capital Strategies first reported a position in SDY in Q1 2015 and held it in 9 quarters. The position peaked at $142K in Q4 2015. 751 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

Archford Capital Strategies reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 596 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $60K.
Archford Capital Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q1 2015 and held it in 9 quarters.
Archford Capital Strategies's State Street SPDR S&P Dividend ETF position peaked at $142K in Q4 2015.
751 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.