D'Orazio & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

D'Orazio & Associates’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 Q1	–	Sell	-75	Closed	-$7K	–	335
2017 Q4	$7K	Buy	+75	New	+$7.03K	﹤0.01%	247
2017 Q3	–	Sell	-75	Closed	-$7K	–	324
2017 Q2	$7K	Buy	+75	New	+$6.65K	﹤0.01%	253

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIC

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

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

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

D'Orazio & Associates's SDY Position: Q1 2018 in Review

D'Orazio & Associates sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 75 shares — an estimated $7K sold.

D'Orazio & Associates first reported a position in SDY in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

D'Orazio & Associates reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
D'Orazio & Associates sold 75 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $7K.
D'Orazio & Associates first reported a position in State Street SPDR S&P Dividend ETF in Q2 2017 and held it in 2 quarters.
D'Orazio & Associates's State Street SPDR S&P Dividend ETF position peaked at $7K in Q4 2017.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on D'Orazio & Associates's 13F filing for Q1 2018, filed 4 May 2018.