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

Financial Sense Advisors’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
2017 Q3	–	Sell	-2,250	Closed	-$200K	–	100
2017 Q2	$200K	Buy	+2,250	New	+$199K	0.1%	86
2014 Q3	–	Sell	-8,000	Closed	-$613K	–	136
2014 Q2	$613K	Buy	+8,000	New	+$599K	0.24%	83

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Financial Sense Advisors's SDY Position: Q3 2017 in Review

Financial Sense Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2017, closing a stake of 2,250 shares — an estimated $200K sold.

Financial Sense Advisors first reported a position in SDY in Q2 2014 and held it in 2 quarters. The position peaked at $613K in Q2 2014. 575 funds tracked by Wall St. Rank hold SDY as of Q3 2017.

Financial Sense Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2017 after selling out during the quarter.
Financial Sense Advisors sold 2,250 State Street SPDR S&P Dividend ETF shares in Q3 2017, an estimated $200K.
Financial Sense Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2014 and held it in 2 quarters.
Financial Sense Advisors's State Street SPDR S&P Dividend ETF position peaked at $613K in Q2 2014.
575 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2017.

Based on Financial Sense Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.