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

Dynasty 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
2018 Q1	–	Sell	-4,738	Closed	-$448K	–	93
2017 Q4	$448K	Buy	+4,738	New	+$444K	0.77%	37

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

Dynasty Wealth Management's SDY Position: Q1 2018 in Review

Dynasty Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2018, closing a stake of 4,738 shares — an estimated $448K sold.

Dynasty Wealth Management first reported a position in SDY in Q4 2017 and held it in 1 quarter. The position peaked at $448K in Q4 2017. 643 funds tracked by Wall St. Rank hold SDY as of Q1 2018.

Dynasty Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2018 after selling out during the quarter.
Dynasty Wealth Management sold 4,738 State Street SPDR S&P Dividend ETF shares in Q1 2018, an estimated $448K.
Dynasty Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2017 and held it in 1 quarter.
Dynasty Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $448K in Q4 2017.
643 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.