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CWM
Catamount Wealth Management’s
State Street SPDR S&P Dividend ETF
SDY
Stock Holding History
Catamount Wealth Management’s Portfolio
SDY Stock Details
SDY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-25
Closed
-$2K
–
198
2018
Q1
$2K
Hold
25
–
–
﹤0.01%
175
2017
Q4
$2K
Hold
25
–
–
﹤0.01%
180
2017
Q3
$2K
Hold
25
–
–
﹤0.01%
176
2017
Q2
$2K
Hold
25
–
–
﹤0.01%
162
2017
Q1
$2K
Hold
25
–
–
﹤0.01%
163
2016
Q4
$2K
Hold
25
–
–
﹤0.01%
153
2016
Q3
$2K
Hold
25
–
–
﹤0.01%
148
2016
Q2
$2K
Hold
25
–
–
﹤0.01%
127
2016
Q1
$2K
Hold
25
–
–
﹤0.01%
124
2015
Q4
$2K
Hold
25
–
–
﹤0.01%
118
2015
Q3
$2K
Hold
25
–
–
﹤0.01%
125
2015
Q2
$2K
Hold
25
–
–
﹤0.01%
168
2015
Q1
$2K
Hold
25
–
–
﹤0.01%
137
2014
Q4
$2K
Buy
+25
New
+$1.95K
﹤0.01%
119
Other funds holding SDY
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$1.37T AUM
24.88%
1-Year Est. Return
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
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
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
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
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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