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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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $19.1B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return