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Bragg Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bragg Financial Advisors’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
Q2 		– Sell
-2,383
Closed -$210K – 257
2017
Q1 		$210K Sell
2,383
-126
-5% -$11K 0.03% 247
2016
Q4 		$215K Sell
2,509
-380
-13% -$31.9K 0.04% 246
2016
Q3 		$244K Buy
2,889
+113
+4% +$9.63K 0.04% 239
2016
Q2 		$233K Sell
2,776
-65
-2% -$5.28K 0.04% 241
2016
Q1 		$227K Hold
2,841
– – 0.04% 239
2015
Q4 		$209K Sell
2,841
-368
-11% -$28.1K 0.04% 228
2015
Q3 		$232K Buy
3,209
+191
+6% +$14.4K 0.06% 214
2015
Q2 		$230K Buy
+3,018
New +$237K 0.05% 224

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return