Brick & Kyle Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Brick & Kyle Associates’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	-700	Closed	-$62K	–	313
2017 Q1	$62K	Hold	700	–	–	0.05%	157
2016 Q4	$60K	Hold	700	–	–	0.05%	159
2016 Q3	$59K	Hold	700	–	–	0.05%	164
2016 Q2	$59K	Hold	700	–	–	0.05%	166
2016 Q1	$56K	Hold	700	–	–	0.05%	167
2015 Q4	$51K	Sell	700 -50	-7%	-$3.81K	0.05%	171
2015 Q3	$54K	Hold	750	–	–	0.05%	161
2015 Q2	$57K	Hold	750	–	–	0.05%	161
2015 Q1	$59K	Hold	750	–	–	0.05%	166
2014 Q4	$59K	Buy	+750	New	+$58.6K	0.05%	161

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

Brick & Kyle Associates's SDY Position: Q2 2017 in Review

Brick & Kyle Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 700 shares — an estimated $62K sold.

Brick & Kyle Associates first reported a position in SDY in Q4 2014 and held it in 10 quarters. The position peaked at $62K in Q1 2017. 570 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

Brick & Kyle Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 700 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $62K.
Brick & Kyle Associates first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's State Street SPDR S&P Dividend ETF position peaked at $62K in Q1 2017.
570 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.