Clear Perspective Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Clear Perspective 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 Q3	–	Sell	-250	Closed	-$23K	–	379
2018 Q2	$23K	Hold	250	–	–	0.02%	305
2018 Q1	$23K	Hold	250	–	–	0.02%	297
2017 Q4	$24K	Hold	250	–	–	0.02%	280
2017 Q3	$23K	Sell	250 -51	-17%	-$4.57K	0.02%	279
2017 Q2	$27K	Buy	301 +51	+20%	+$4.52K	0.02%	265
2017 Q1	$22K	Hold	250	–	–	0.01%	268
2016 Q4	$21K	Buy	+250	New	+$21K	0.01%	265

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

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Clear Perspective Advisors's SDY Position: Q3 2018 in Review

Clear Perspective Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2018, closing a stake of 250 shares — an estimated $23K sold.

Clear Perspective Advisors first reported a position in SDY in Q4 2016 and held it in 7 quarters. The position peaked at $27K in Q2 2017. 647 funds tracked by Wall St. Rank hold SDY as of Q3 2018.

Clear Perspective Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 250 State Street SPDR S&P Dividend ETF shares in Q3 2018, an estimated $23K.
Clear Perspective Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's State Street SPDR S&P Dividend ETF position peaked at $27K in Q2 2017.
647 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.