Atherton Lane Advisers’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$805K	Sell	10,944 -170	-2%	-$13K	0.05%	116
2015 Q3	$802K	Hold	11,114	–	–	0.05%	116
2015 Q2	$847K	Sell	11,114 -390	-3%	-$30.6K	0.05%	120
2015 Q1	$900K	Sell	11,504 -80	-0.7%	-$6.28K	0.05%	131
2014 Q4	$913K	Sell	11,584 -495	-4%	-$38.7K	0.05%	130
2014 Q3	$905K	Buy	12,079 +940	+8%	+$71.4K	0.05%	128
2014 Q2	$853K	Buy	+11,139	New	+$835K	0.05%	127

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Atherton Lane Advisers's SDY Position: Q4 2015 in Review

Atherton Lane Advisers reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 1.5% in Q4 2015, selling an estimated $13K and leaving 10,944 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #116.

Atherton Lane Advisers first reported a position in SDY in Q2 2014 and has held it in 7 quarters since. The position peaked at $913K in Q4 2014. 466 funds tracked by Wall St. Rank hold SDY as of Q4 2015.

Atherton Lane Advisers held 10,944 shares of State Street SPDR S&P Dividend ETF worth $805K as of Q4 2015.
Atherton Lane Advisers sold 170 State Street SPDR S&P Dividend ETF shares in Q4 2015, an estimated $13K.
State Street SPDR S&P Dividend ETF made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #116 holding.
Atherton Lane Advisers first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's State Street SPDR S&P Dividend ETF position peaked at $913K in Q4 2014.
466 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.