Doyle Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-1,297	Closed	-$131K	–	659
2019 Q2	$131K	Buy	+1,297	New	+$130K	0.02%	241
2019 Q1	–	Sell	-1,028	Closed	-$92K	–	643
2018 Q4	$92K	Buy	+1,028	New	+$96.9K	0.02%	268

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Doyle Wealth Management's SDY Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 1,297 shares — an estimated $131K sold.

Doyle Wealth Management first reported a position in SDY in Q4 2018 and held it in 2 quarters. The position peaked at $131K in Q2 2019. 751 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,297 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $131K.
Doyle Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $131K in Q2 2019.
751 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.