Clarfeld Financial Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$267K	Buy	+2,981	New	+$281K	0.22%	37

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Clarfeld Financial Advisors's SDY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q4 2018: 2,981 shares worth $267K. The stake represents 0.22% of the portfolio and ranks #37 among its holdings.

730 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

Clarfeld Financial Advisors held 2,981 shares of State Street SPDR S&P Dividend ETF worth $267K as of Q4 2018.
State Street SPDR S&P Dividend ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR S&P Dividend ETF made up 0.22% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #37 holding.
730 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.