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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-525
Closed -$51K 228
2018
Q3
$51K Buy
+525
New +$50.9K 0.03% 165

Other funds holding SDY

Elm Advisors's SDY Position: Q4 2018 in Review

Elm Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2018, closing a stake of 525 shares — an estimated $51K sold.

Elm Advisors first reported a position in SDY in Q3 2018 and held it in 1 quarter. The position peaked at $51K in Q3 2018. 729 funds tracked by Wall St. Rank hold SDY as of Q4 2018.

  • Elm Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Elm Advisors sold 525 State Street SPDR S&P Dividend ETF shares in Q4 2018, an estimated $51K.
  • Elm Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Elm Advisors's State Street SPDR S&P Dividend ETF position peaked at $51K in Q3 2018.
  • 729 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.