BB&T Investment Services’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

BB&T Investment Services’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
2017 Q4	$582K	Buy	6,144 +875	+17%	+$82K	0.1%	180
2017 Q3	$480K	Buy	5,269 +688	+15%	+$61.6K	0.1%	187
2017 Q2	$408K	Buy	4,581 +762	+20%	+$67.5K	0.1%	176
2017 Q1	$335K	Sell	3,819 -4,590	-55%	-$401K	0.13%	154
2016 Q4	$725K	Buy	+8,409	New	+$706K	0.53%	50

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

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

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

JIC

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

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

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

BB&T Investment Services's SDY Position: Q4 2017 in Review

BB&T Investment Services increased its State Street SPDR S&P Dividend ETF (SDY) stake by 17% in Q4 2017, buying an estimated $82K and bringing the position to 6,144 shares worth $582K. The position accounts for 0.1% of the portfolio, ranked #180.

BB&T Investment Services first reported a position in SDY in Q4 2016 and has held it in 5 quarters since. The position peaked at $725K in Q4 2016. 660 funds tracked by Wall St. Rank hold SDY as of Q4 2017.

BB&T Investment Services held 6,144 shares of State Street SPDR S&P Dividend ETF worth $582K as of Q4 2017.
BB&T Investment Services bought 875 State Street SPDR S&P Dividend ETF shares in Q4 2017, an estimated $82K.
State Street SPDR S&P Dividend ETF made up 0.1% of BB&T Investment Services's portfolio in Q4 2017, its #180 holding.
BB&T Investment Services first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 5 quarters since.
BB&T Investment Services's State Street SPDR S&P Dividend ETF position peaked at $725K in Q4 2016.
660 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.