Cypress Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-3,561	Closed	-$314K	–	159
2017 Q1	$314K	Hold	3,561	–	–	0.14%	137
2016 Q4	$305K	Hold	3,561	–	–	0.14%	134
2016 Q3	$300K	Hold	3,561	–	–	0.14%	137
2016 Q2	$299K	Hold	3,561	–	–	0.15%	134
2016 Q1	$285K	Hold	3,561	–	–	0.13%	137
2015 Q4	$262K	Buy	3,561 +17	+0.5%	+$1.3K	0.13%	142
2015 Q3	$256K	Buy	3,544 +3	+0.1%	+$226	0.14%	146
2015 Q2	$270K	Buy	+3,541	New	+$278K	0.16%	118

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Cypress Wealth Advisors's SDY Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2017, closing a stake of 3,561 shares — an estimated $314K sold.

Cypress Wealth Advisors first reported a position in SDY in Q2 2015 and held it in 8 quarters. The position peaked at $314K in Q1 2017. 570 funds tracked by Wall St. Rank hold SDY as of Q2 2017.

Cypress Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,561 State Street SPDR S&P Dividend ETF shares in Q2 2017, an estimated $314K.
Cypress Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $314K in Q1 2017.
570 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.