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

Endurance 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 Q1	–	Sell	-70	Closed	-$6K	–	484
2018 Q4	$6K	Hold	70	–	–	﹤0.01%	408
2018 Q3	$7K	Hold	70	–	–	﹤0.01%	418
2018 Q2	$6K	Sell	70 -350	-83%	-$32.2K	﹤0.01%	431
2018 Q1	$38K	Sell	420 -15	-3%	-$1.4K	0.01%	309
2017 Q4	$41K	Sell	435 -800	-65%	-$75K	0.01%	291
2017 Q3	$113K	Hold	1,235	–	–	0.02%	208
2017 Q2	$110K	Hold	1,235	–	–	0.02%	217
2017 Q1	$109K	Hold	1,235	–	–	0.02%	213
2016 Q4	$106K	Hold	1,235	–	–	0.02%	216
2016 Q3	$102K	Hold	1,235	–	–	0.02%	214
2016 Q2	$104K	Buy	1,235 +15	+1%	+$1.22K	0.02%	209
2016 Q1	$98K	Hold	1,220	–	–	0.01%	213
2015 Q4	$90K	Hold	1,220	–	–	0.02%	221
2015 Q3	$93K	Hold	1,220	–	–	0.02%	221
2015 Q2	$93K	Buy	+1,220	New	+$95.6K	0.02%	221

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Endurance Wealth Management's SDY Position: Q1 2019 in Review

Endurance Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2019, closing a stake of 70 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in SDY in Q2 2015 and held it in 15 quarters. The position peaked at $113K in Q3 2017. 758 funds tracked by Wall St. Rank hold SDY as of Q1 2019.

Endurance Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2019 after selling out during the quarter.
Endurance Wealth Management sold 70 State Street SPDR S&P Dividend ETF shares in Q1 2019, an estimated $6K.
Endurance Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 15 quarters.
Endurance Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $113K in Q3 2017.
758 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2019.

Based on Endurance Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.