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

Barometer 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
2016
Q2 		– Sell
-17,100
Closed -$1.37M – 179
2016
Q1 		$1.37M Buy
+17,100
New +$1.27M 0.13% 92

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Barometer Capital Management's SDY Position: Q2 2016 in Review

Barometer Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2016, closing a stake of 17,100 shares — an estimated $1.37M sold.

Barometer Capital Management first reported a position in SDY in Q1 2016 and held it in 1 quarter. The position peaked at $1.37M in Q1 2016. 499 funds tracked by Wall St. Rank hold SDY as of Q2 2016.

  • Barometer Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2016 after selling out during the quarter.
  • Barometer Capital Management sold 17,100 State Street SPDR S&P Dividend ETF shares in Q2 2016, an estimated $1.37M.
  • Barometer Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q1 2016 and held it in 1 quarter.
  • Barometer Capital Management's State Street SPDR S&P Dividend ETF position peaked at $1.37M in Q1 2016.
  • 499 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2016.

Based on Barometer Capital Management's 13F filing for Q2 2016, filed 15 Jul 2016.