Braver Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Braver Wealth 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 Q4	$972K	Buy	11,363 +509	+5%	+$42.8K	0.16%	97
2016 Q3	$916K	Buy	10,854 +4	+0%	+$341	0.15%	87
2016 Q2	$911K	Sell	10,850 -496	-4%	-$40.3K	0.16%	75
2016 Q1	$907K	Buy	11,346 +503	+5%	+$37.3K	0.15%	86
2015 Q4	$798K	Buy	10,843 +25	+0.2%	+$1.91K	0.16%	65
2015 Q3	$781K	Buy	10,818 +4	+0%	+$301	0.19%	58
2015 Q2	$824K	Buy	10,814 +4	+0%	+$313	0.2%	63
2015 Q1	$845K	Buy	10,810 +3	+0%	+$235	0.17%	66
2014 Q4	$852K	Buy	10,807 +744	+7%	+$58.1K	0.17%	61
2014 Q3	$754K	Buy	10,063 +8	+0.1%	+$607	0.23%	59
2014 Q2	$770K	Buy	10,055 +8	+0.1%	+$599	0.2%	66
2014 Q1	$739K	Buy	10,047 +8	+0.1%	+$575	0.21%	57
2013 Q4	$729K	Buy	10,039 +32	+0.3%	+$2.3K	0.25%	58
2013 Q3	$690K	Buy	10,007 +2,267	+29%	+$156K	0.24%	62
2013 Q2	$513K	Buy	+7,740	New	+$521K	0.24%	55

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JIC

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Braver Wealth Management's SDY Position: Q4 2016 in Review

Braver Wealth Management increased its State Street SPDR S&P Dividend ETF (SDY) stake by 4.7% in Q4 2016, buying an estimated $42.8K and bringing the position to 11,363 shares worth $972K. The position accounts for 0.16% of the portfolio, ranked #97.

Braver Wealth Management first reported a position in SDY in Q2 2013 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold SDY as of Q4 2016.

Braver Wealth Management held 11,363 shares of State Street SPDR S&P Dividend ETF worth $972K as of Q4 2016.
Braver Wealth Management bought 509 State Street SPDR S&P Dividend ETF shares in Q4 2016, an estimated $42.8K.
State Street SPDR S&P Dividend ETF made up 0.16% of Braver Wealth Management's portfolio in Q4 2016, its #97 holding.
Braver Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 15 quarters since.
553 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.