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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
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