Cavalier Investments’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-4,151	Closed	-$355K	–	176
2016 Q4	$355K	Hold	4,151	–	–	0.23%	78
2016 Q3	$350K	Hold	4,151	–	–	0.21%	76
2016 Q2	$348K	Sell	4,151 -615	-13%	-$50K	0.2%	88
2016 Q1	$381K	Hold	4,766	–	–	0.22%	71
2015 Q4	$351K	Buy	+4,766	New	+$363K	0.21%	78

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

RJA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

Cavalier Investments's SDY Position: Q1 2017 in Review

Cavalier Investments sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2017, closing a stake of 4,151 shares — an estimated $355K sold.

Cavalier Investments first reported a position in SDY in Q4 2015 and held it in 5 quarters. The position peaked at $381K in Q1 2016. 576 funds tracked by Wall St. Rank hold SDY as of Q1 2017.

Cavalier Investments reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2017 after selling out during the quarter.
Cavalier Investments sold 4,151 State Street SPDR S&P Dividend ETF shares in Q1 2017, an estimated $355K.
Cavalier Investments first reported a position in State Street SPDR S&P Dividend ETF in Q4 2015 and held it in 5 quarters.
Cavalier Investments's State Street SPDR S&P Dividend ETF position peaked at $381K in Q1 2016.
576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.