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

CT 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
2017 Q1	$51.8K	Hold	587	–	–	0.03%	270
2016 Q4	$50.3K	Hold	587	–	–	0.03%	268
2016 Q3	$49.6K	Hold	587	–	–	0.03%	269
2016 Q2	$49.3K	Sell	587 -1	-0.2%	-$81	0.03%	268
2016 Q1	$47K	Buy	588 +1	+0.2%	+$74	0.03%	299
2015 Q4	$43.2K	Buy	587 +170	+41%	+$13K	0.02%	311
2015 Q3	$30.1K	Hold	417	–	–	0.02%	343
2015 Q2	$31.8K	Hold	417	–	–	0.02%	348
2015 Q1	$32.6K	Buy	417 +130	+45%	+$10.2K	0.02%	343
2014 Q4	$22.7K	Buy	+287	New	+$22.4K	0.02%	305
2014 Q1	$32.6K	Buy	+417	New	+$30K	0.02%	343

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

CT Financial Advisors's SDY Position: Q1 2017 in Review

CT Financial Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2017 at 587 shares worth $51.8K. The position accounts for 0.03% of the portfolio, ranked #270.

CT Financial Advisors first reported a position in SDY in Q1 2014 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold SDY as of Q1 2017.

CT Financial Advisors held 587 shares of State Street SPDR S&P Dividend ETF worth $51.8K as of Q1 2017.
CT Financial Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2017.
State Street SPDR S&P Dividend ETF made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #270 holding.
CT Financial Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2014 and has held it in 11 quarters since.
576 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.