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 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

RJA

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Bragg Financial Advisors's SDY Position: Q2 2017 in Review

Bragg Financial Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 2,383 shares — an estimated $210K sold.

Bragg Financial Advisors first reported a position in SDY in Q2 2015 and held it in 8 quarters. The position peaked at $244K in Q3 2016. 570 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

Bragg Financial Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
Bragg Financial Advisors sold 2,383 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $210K.
Bragg Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 8 quarters.
Bragg Financial Advisors's State Street SPDR S&P Dividend ETF position peaked at $244K in Q3 2016.
570 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Bragg Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.