First Capital Advisors Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

First Capital Advisors Group’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 Q2	–	Sell	-3,927	Closed	-$358K	–	659
2018 Q1	$358K	Hold	3,927	–	–	0.21%	93
2017 Q4	$371K	Sell	3,927 -162	-4%	-$15.2K	0.23%	107
2017 Q3	$373K	Hold	4,089	–	–	0.26%	104
2017 Q2	$363K	Sell	4,089 -595	-13%	-$52.7K	0.25%	106
2017 Q1	$413K	Buy	4,684 +52	+1%	+$4.54K	0.31%	98
2016 Q4	$396K	Buy	+4,632	New	+$389K	0.37%	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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

First Capital Advisors Group's SDY Position: Q2 2018 in Review

First Capital Advisors Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2018, closing a stake of 3,927 shares — an estimated $358K sold.

First Capital Advisors Group first reported a position in SDY in Q4 2016 and held it in 6 quarters. The position peaked at $413K in Q1 2017. 641 funds tracked by Wall St. Rank hold SDY as of Q2 2018.

First Capital Advisors Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2018 after selling out during the quarter.
First Capital Advisors Group sold 3,927 State Street SPDR S&P Dividend ETF shares in Q2 2018, an estimated $358K.
First Capital Advisors Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and held it in 6 quarters.
First Capital Advisors Group's State Street SPDR S&P Dividend ETF position peaked at $413K in Q1 2017.
641 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.