Crosspoint Capital Strategies’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Crosspoint Capital Strategies’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
2016 Q1	–	Sell	-36,058	Closed	-$2.84M	–	687
2015 Q4	$2.84M	Buy	36,058 +34,087	+1,729%	+$2.6M	0.75%	34
2015 Q3	$142K	Buy	+1,971	New	+$148K	0.16%	130
2014 Q4	–	Sell	-150	Closed	-$11K	–	712
2014 Q3	$11K	Buy	+150	New	+$11.4K	0.01%	365

Other funds holding SDY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Capital Strategies's SDY Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2016, closing a stake of 36,058 shares — an estimated $2.84M sold.

Crosspoint Capital Strategies first reported a position in SDY in Q3 2014 and held it in 3 quarters. The position peaked at $2.84M in Q4 2015. 480 funds tracked by Wall St. Rank hold SDY as of Q1 2016.

Crosspoint Capital Strategies reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 36,058 State Street SPDR S&P Dividend ETF shares in Q1 2016, an estimated $2.84M.
Crosspoint Capital Strategies first reported a position in State Street SPDR S&P Dividend ETF in Q3 2014 and held it in 3 quarters.
Crosspoint Capital Strategies's State Street SPDR S&P Dividend ETF position peaked at $2.84M in Q4 2015.
480 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.